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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Bosl is an investment advisor representative with SPC, a firm based in Ann Arbor, MI. Michael has over 20 years of experience in the financial industry and holds a variety of licenses and registrations, including Series 3, 7, 24, 57, 63 and 66. Michael's areas of expertise include financial planning, portfolio management and pension consulting. Michael has a strong track record of helping individuals and families achieve their financial goals. He is committed to providing personalized advice and guidance to his clients, working to understand their unique needs and objectives.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
08/03/2023 - Present
SPC (ANN ARBOR MI)
FL
11/15/2022 - 05/23/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (JACKSONVILLE FL)
NY
10/06/2020 - 10/21/2022
MML INVESTORS SERVICES, LLC (GARDEN CITY NY)
NY
11/16/2009 - 07/25/2019
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
02/08/2002 - 11/11/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 07/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2016
Series 57 - Securities Trader Exam
BC
Issued 12/23/2002
Series 3 - National Commodity Futures Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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