Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Rosales is a financial advisor at U.s. Bancorp Investments, Inc. located in Bettendorf, IA. Michael has been in the financial industry since 2006. Michael is licensed in Illinois and Iowa. Michael's specializations include retirement planning, investment strategies, insurance, and estate planning.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IA
08/04/2014 - Present
U.s. Bancorp Investments, Inc. (Bettendorf IA)
IL
10/01/2012 - 03/06/2014
J.P. MORGAN SECURITIES LLC (MOLINE IL)
IL
07/03/2006 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MOLINE IL)
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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