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    Michael Rothstein

    Huntersville, North Carolina

    Senior Insurance Planner

    RSM US

    Specialties

    check markBanking, Loans & Insurance

    check markInvestments

    Where I've Worked
    RSM US logo

    2018 – 2019

    Senior Insurance Planner

    RSM US
    Nationwide logo

    2017 – 2018

    Financial Advisor / Retirement Plan Consultant

    Nationwide
    J.P. Morgan Chase & Co logo

    2013 – 2016

    Vice President, Private Client Advisor

    J.P. Morgan Chase & Co
    LPL Financial logo

    2005 – 2013

    Financial Consultant

    LPL Financial
    Where I've Studied

    2010

    Certificate, Financial Planning

    Kaplan University

    2004

    Bachelors, Management

    Adelphi University

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