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Angelica Roxas

Secure Investment Management, LLC

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About Angelica Roxas

Angelica Roxas is an investment advisor representative with Secure Investment Management, LLC in Tucson, Arizona. Angelica has been in the financial services industry since 2000. Angelica has experience in financial planning and portfolio management for individuals and corporations. Angelica also provides advice regarding REITs.

Firm Information

Angelica Roxas is currently registered with Secure Investment Management, LLC. Secure Investment Management, LLC is a Tucson, Arizona-based investment advisor that manages approximately $32.41 million in assets for 614 clients. The firm specializes in providing financial planning and portfolio management services for individuals, including high-net-worth individuals. They also provide advisory services regarding REITS.
Secure Investment Management, LLC

7400 N ORACLE RD

TUCSON, AZ 85704

$32.41M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advice regarding reits

Advice regarding reits

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angelica Roxas’s Registration & Firm History

AZ

01/20/2023 - Present

Secure Investment Management, LLC (TUCSON AZ)

AR

08/10/2012 - 06/28/2013

HIGH STREET SECURITIES, INC. (HOT SPRINGS AR)

CA

12/24/2009 - 06/15/2010

CENTER STREET SECURITIES, INC. (TORRANCE CA)

CA

07/03/2008 - 08/19/2008

FARMERS FINANCIAL SOLUTIONS, LLC (TORRANCE CA)

CA

11/03/2006 - 07/11/2007

USA FINANCIAL SECURITIES CORPORATION (TORRANCE CA)

CA

07/19/2004 - 10/24/2006

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CA

12/18/2002 - 06/11/2003

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

KS

06/24/2002 - 11/14/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

CA

08/29/2000 - 06/07/2002

JONES FINANCIAL GROUP, INC. (PARAMOUNT CA)

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Licenses & Designations

BOTH

Issued 02/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/14/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/02/2000

Series 7 - General Securities Representative Examination

BC

Issued 08/28/2000

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angelica Roxas.
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