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 professional with over 20 years of experience in the industry. Michelle is currently registered as a registered representative with Cetera Investment Advisers LLC, and is also an investment advisor representative in New York. Michelle works from the Spring Valley, New York office, which is also the registered office for Cetera Investment Advisers LLC. Michelle holds the Series 6, Series 63, and SIE licenses. Michelle Rosenberg has a history of working in the industry with a number of firms, including Millman & Schwartz, LLP, Cetera Financial Specialists LLC, and Cetera Investment Advisers LLC. Michelle Rosenberg is a co-owner of Millman and Rosenberg Associates LTD, a tax consulting and business management firm. Michelle Rosenberg also owns 50% of RoseMill Ventures LLC, a business consulting firm.
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.
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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NY
04/12/2021 - Present
Cetera Investment Advisers LLC (SPRING VALLEY NY)
BC
Issued 1/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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