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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Rosaaen is an investment advisor representative at Osaic Wealth, Inc. Emily has been in the financial industry since 2007. She has extensive experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Emily is licensed to provide investment advisory services in Minnesota and is also registered with FINRA.
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.
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AZ
01/19/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
03/05/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
06/18/2014 - 03/06/2019
QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)
MN
05/16/2012 - 07/08/2014
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
02/19/2007 - 05/17/2012
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
02/19/2007 - 05/17/2012
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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