Mitchell Rosich

2 Years of Experience

Palm Desert, CA

1 DisclosureBroker

Mitchell Rosich is a registered investment advisor at Raymond James & Associates, INC., based in Palm Desert, CA, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Raymond James & Associates, INC.

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

5669 advisors

IM Fee

Planning only

Assets Under Management

$501.0B

Fee Structure

Investment management only (planning not offered)

Hourly Rate:Up to $400/hr

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Location

73130 El Paseo, Suite O, Palm Desert, CA, 92260

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History

Regulatory History (1)

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Criminal

November 2011

Final Disposition

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Other Business Activities

Mitchell owns Magic Mitch Karaoke, providing karaoke services for private and corporate events. He is also a limited partner in Flex Funding Group, a passive investment with no active involvement.

Employment History

Current Registrations

Raymond James & Associates, INC.

May 2023 - Present · 3 yrs

Raymond James & Associates, INC.Broker

April 2023 - Present · 3 yrs 1 mo

State Registrations22 states

AKCACOFLGAIDMAMEMIMNMTNCNHNJNYOKORPARISCUTWA

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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