I'm a full-time broker and investment analyst/advisor. I advise prospective investors to consider building a diversified investment portfolio to create opportunities across different asset classes.
portrait — Michelle Ace Rose
Michelle Ace is a renowned investment advisor and a broker with 12 years of experience, she develop awesome and succesful digital assets management strategies to ascertain investors achieve their financial objectives.
My passion for this industry came from personal experience. In 2010, my partner passed away and I became a single mom and sole provider. I was overwhelmed and grieving. When I met with our financial advisor, he had empathy and foresight for what lay ahead.
We created a plan that changed my way of thinking and I started to thrive. He advocated a better life for me during a hard season. This experience changed my career to financial services so I could also help others through life-changing events.
I work with a small group of trusted lenders, inspectors, and attorneys I've vetted over more than a decade, which is often what actually keeps a deal from falling apart in the last two weeks.
A chronological look at how I got here — from leasing agent to independent broker.
Americcan Portfolios Financial Services, Inc. Held the portfolio's occupancy above 95% for three straight years till date.
Nathan & Lewis Securities, Inc..
UBS Financial Services, Inc.
First Hanover Securities, Inc.
Abacus Equity Services, Inc..
What I actually do for a client, from first search to closing day.
A cryptocurrency is a digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of this security feature.
prioritisation and control of an organisation's programmes and projects, in line with its strategic objectives and capacity.
Raising money for companies, governments, and other entities.
Introductions to trusted lenders and a plain-language walkthrough of rate locks, points, and pre-approval before you commit to anything.
Things people usually ask before we talk.
Yes — I typically start there. I'll connect you with a lender before we look at anything, so you know your real budget first.
Cypto, Mutual funding or Residential and light multi-family across the metro area, plus relocation clients moving in from out of state.
Standard commission structure, paid at closing — no upfront fees. I'll walk through the exact numbers on our first call.
Notes on how I actually work with clients, in more detail than a services list can give.
📍 Trading.
Trade contracts for difference (CFDs) and access thousands of products with competitive spreads.
📍 Investment listing — right on target.
A cryptocurrency is a digital or virtual currency that uses cryptography for security. A cryptocurrency is difficult to counterfeit because of this security feature.
📍 Walking through rate-lock timing before the first showing.
Mutual funds give small or individual investors access to professionally managed portfolios of equities, bonds and other securities. Each shareholder, therefore, participates proportionally in the gains or losses of the fund.
Tell me a bit about what you're looking for and I'll follow up within one business day to find a time to talk.