Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rosenthal is an Investment Advisor Representative at Onedigital Investment Advisors in Irvine, CA. Michael has been in the financial industry since November 2002. Michael is registered in California and Texas. Michael also works at OSAIC WEALTH, INC. in Irvine, CA. Prior to joining Onedigital Investment Advisors, Michael worked at LPL FINANCIAL LLC in Irvine, CA, Resources Investment Advisors in Overland Park, KS and Triad Advisors in Norcross, GA. Michael has worked in wealth management, insurance and corporate entity (dba only).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
12/03/2018 - Present
Onedigital Investment Advisors (Irvine CA)
CA
01/02/2019 - 08/23/2024
TRIAD ADVISORS LLC (Irvine CA)
CA
05/18/2009 - 12/31/2018
LPL FINANCIAL LLC (IRVINE CA)
CA
11/04/2002 - 05/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COSTA MESA CA)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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