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About this Advisor
Mikel Rosenberry is an advisor in Fort Lauderdale, Florida. Currently a registered investment advisor with Spc, Rosenberry has 11 years of professional experience. Rosenberry has a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Rosenberry can act as a financial advisor based out of Florida, Georgia, Louisiana, Massachusetts, South Carolina and Texas. Their career trajectory has included roles at Sammons Securities Co., LLC, Spc, Dunham & Associates, Gama Global Investments, LLC, Fbt Investments, Sammons Securities Company, LLC and Parkland Securities, LLC. Spc is based out of Fort Lauderdale, Florida, and operates out of 463 other brick-and-mortar locations across the nation. In aggregate, Spc manages $4 billion in assets covering 23,132 client accounts and retains more than 729 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 23,127 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Spc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Spc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mikel Rosenberry Work History
Mikel has 12 years of experience.
Parkland Securities, LLC
Sammons Securities Company, LLC
Gama Global Investments, LLC
Sammons Securities Co., LLC
Dunham & Associates
Mikel Rosenberry has no disclosures.
Please visit their SEC profile for more details.
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