Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rojas is an investment advisor representative with Osaic Wealth, Inc. Andrew is licensed in Florida, Nebraska and Texas. Andrew has been in the financial services industry since October 2017. Andrew also has a Series 65 license and a SIE license. Andrew specializes in financial planning, pension consulting, and portfolio management. Andrew works with individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
06/20/2024 - Present
Osaic Wealth, Inc. (LAKELAND FL)
IA
Issued 09/20/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Andrew Rojas is the right advisor for you? Invested Better is here to help.
