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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 Scott Rosen is a financial advisor with over 27 years of experience. Michael has a strong background in accounting and financial services. Michael is a Registered Representative (Series 7, Series 24, and SIE), a Registered Investment Advisor (Series 63 and Series 65), and has earned a variety of industry designations. Michael is currently employed with IC Advisory Services, Inc. and has worked with this firm since 2010. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit sharing plans. Michael's experience and qualifications make him well-suited to help clients achieve their financial goals.
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.
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MI
06/16/2022 - Present
IC Advisory Services, Inc. (FARMINGTON HILLS MI)
MO
03/19/1999 - 04/06/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
NY
02/23/1995 - 03/22/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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