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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 Lane Rosenberg is a financial advisor registered with LPL Financial LLC. Michael Rosenberg is a financial advisor with over 40 years of experience in the industry. Michael Rosenberg has a Series 6, 26, and 63 license, as well as the SIE exam. Michael Rosenberg is registered in 11 states, including Alabama, California, Florida, Illinois, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Tennessee, and the District of Columbia. Michael Rosenberg specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
03/02/2004 - Present
LPL Financial LLC (FLORHAM PARK NJ)
CA
01/21/1998 - 03/11/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OH
04/22/1996 - 02/02/1998
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
IN
09/15/1993 - 05/20/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CA
01/01/1992 - 09/15/1993
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
01/04/1991 - 01/01/1992
CHRIS SECURITIES INC.
IN
09/05/1985 - 12/14/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
03/16/1983 - 09/30/1985
USLIFE EQUITY SALES CORP.
NA
11/02/1983 - 02/27/1984
MONARCH SECURITIES, INC.
NA
08/11/1982 - 09/08/1982
PHOENIX EQUITY PLANNING CORPORATION
BC
Issued 07/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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