Broker Check
 
Michael C. Rothrock, CFP®. LUTCF

Michael C. Rothrock, CFP®. LUTCF

Financial Advisor

Licenses and Certifications:

  • Series 7 General Securities Representative
  • Series 24 General Securities Principal
  • Series 63 Uniform Securities Agent State Law Exam
  • Series 66 Uniform Combined Registered Investment Advisor
  • Investment Advisor Representative
  • Life, Accident & Health Insurance Agent License
  • Life Underwriting Training Council Fellow
  • Insurance & Securities Licensed In: Pennsylvania, New York, New Jersey, Delaware & Texas

Education

  • Bachelor of Science - East Stroudsburg University of Pennsylvania
    • Graduated May 1995
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Professional History

  • 1847Financial – Financial Advisor (2014 - Present)
  • PennWood Financial Group – Office of MetLife – Financial Planner (2012 - 2014)
  • Creative Financial Group – Office of MetLife – Managing Associate (2009 - 2012)
  • East Penn Financial – Office of MetLife – Financial Planner (1999 - 2009)
  • Atlas Capital Management – Stock Broker (1995 - 1999)

Past and Present Professional Organizations and Committees

  • Board of Directors for Building Educational Support Teams, Inc.
  • Member of the Board of Trustees for Lehigh Valley Academy, Inc.