Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rosenberg is a financial advisor with over 20 years of experience in the industry. Michelle currently works with Voya Financial Advisors, Inc. and Voya Investments Distributor, LLC. Michelle is a Series 6, 26, 63 and 99TO licensed professional. Michelle is also a Registered Representative of FINRA. Michelle specializes in providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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.
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.
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.
1
2
CT
11/12/2021 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
09/07/2011 - 08/12/2021
SLD AMERICA EQUITIES, INC. (WINDSOR CT)
CT
09/07/2011 - 06/29/2018
DIRECTED SERVICES LLC (WINDSOR CT)
CT
07/28/2009 - 11/29/2016
VOYA RETIREMENT ADVISORS, LLC (WINDSOR CT)
CT
07/28/2009 - 02/08/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
12/07/1995 - 07/02/2002
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
BC
Issued 07/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Rosenberg is the right advisor for you? Invested Better is here to help.
