Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rossman is a financial advisor registered with LPL Financial LLC in Jacksonville, FL. Michelle has been in the financial industry for over 10 years, having previously worked with Ameriprise Financial Services, LLC, and Park Avenue Securities LLC. Michelle holds the Series 6 and SIE licenses. She specializes in a wide range of services for individuals, businesses, corporations, and charitable organizations. Michelle focuses on financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
1
2
FL
02/01/2021 - Present
LPL Financial LLC (JACKSONVILLE FL)
FL
12/06/2019 - 01/05/2021
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
07/27/2010 - 10/08/2019
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
05/23/2008 - 12/31/2009
PARK AVENUE SECURITIES LLC (JACKSONVILLE FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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