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Gary Steven Rosenberg

Planning Alternatives Ltd

Birmingham, MI

Huntington Woods, MI

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Current Employers
Planning Alternatives Ltd

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-11
  • MI RA
    APPROVED
    Since 2025-12-11

Branch Locations

255 South Old Woodward Ave. Suite 310, Birmingham, MI 48009-6615 • United States

Huntington Woods, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Paragon Underwriters. Inc. W. Bloomfield MI 10/2005 04/2020
Raymond James & Associates, Inc. Grosse Pointe Farms MI 07/2011 06/2023
Planning Alternatives, Ltd Birmingham MI 12/2024 Present
Self-Employed Huntington Woods MI 01/1986 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-07-07
  • S63 Uniform Securities Agent State Law Examination
    1982-07-07
Designations

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC · Birmingham, MI
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WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BIRMINGHAM, MI
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