Michael Rosenthal is a registered investment advisor, based in Tampa, FL, with 2 years of industry experience.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael works as an insurance agent selling various insurance products, dedicating about 10-20% of his time. He also owns Upskill Tax Services, but is not active in the day-to-day business, spending less than a quarter of his time on it.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Upskill Wealth Management, LLC
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
State Registrations1 state
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