Michael RosenCRD Number: 4437494
Current Firm: Bcg Securities, Inc.
Michael Rosen (CRD# 4437494) is an Investment Advisor Representative working at Bcg Securities, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.
Cypress Financial Planning
Academy Wealth Advisers, LLC
Dedicated Investment Advisers LLC
|Bcg Securities||Cherry Hill, NJ||Oct 2015 - Current||2|
|Bank Of America, N.a.||Yardley, PA||Jan 2015 - Oct 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Yardley, PA||Nov 2014 - Oct 2015||< 1|
|Morgan Stanley||Lawrenceville, NJ||Jan 2014 - Nov 2014||< 1|
|Signature Cleaners||Doylestown, PA||Sep 2012 - Jan 2014||1|
|Jp Morgan Chase||New York, NY||Jun 2008 - Sep 2012||4|
|Bear Stearns Asset Management Inc.||New York, NY||Jun 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management289MILLIONS
Total Number of Accounts1,274ACCOUNTS
Average Account Value$226,986
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, CO, CT, DC, DE, FL, GA, IA, KY, MA, MD, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, PA, SC, TN, TX, VA, WA, WI, WV
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