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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Rosalez is an Investment Advisor Representative at Independent Wealth Network, Inc., a firm based in Urbandale, IA. Donald has over 30 years of experience in the financial services industry, having worked with firms such as Brokers International Financial Services, LLC., Broker Dealer Financial Services Corp., H.D. Vest Investment Services, and Centaurus Financial, Inc. He holds the Series 6, Series 63, Series 65, and Series 22 licenses. Donald is a licensed Investment Advisor Representative in Arizona, New Mexico and Texas. Donald's practice focuses on providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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AZ
11/09/2022 - Present
Independent Wealth Network, Inc. (Flagstaff AZ)
AZ
10/03/2017 - 09/04/2018
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Flagstaff AZ)
AZ
01/27/2014 - 09/29/2017
BROKER DEALER FINANCIAL SERVICES CORP. (FLAGSTAFF AZ)
AZ
09/05/2013 - 02/07/2014
H.D. VEST INVESTMENT SERVICES (FLAGSTAFF AZ)
AZ
10/05/2010 - 03/13/2013
CENTAURUS FINANCIAL, INC. (FLAGSTAFF AZ)
AZ
01/02/2008 - 04/21/2008
CENTAURUS FINANCIAL, INC. (FLAGSTAFF AZ)
AZ
02/03/1989 - 11/30/2007
MML INVESTORS SERVICES, INC. (FLAGSTAFF AZ)
IA
Issued 07/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/1989
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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