Michael Rose (CRD# 2954324) is an Investment Advisor Representative working at Rose Capital Advisors, LLC in Miami Beach, FL and has over 25 years of experience in the finance industry. Michael Rose has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rose Capital Advisors, LLC | Miami Beach, FL | Oct 2014 - Current | 8 |
| Saxony Securities | St. Louis, MO | Mar 2014 - Current | 9 |
| Tandragee Global Advisors, LLC | Boynton Beach, FL | Jul 2012 - Jan 2015 | 2 |
| Further Lane Securities LP | New York City, NY | Jun 2013 - Mar 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- FL
- TX
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Total Assets Under Management410MILLIONS
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Total Number of Accounts669ACCOUNTS
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Average Account Value$612,246
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, GA, IN, LA, MA, NJ, NY, OH, TX, VT
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