Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Roosild is an investment advisor representative who has been working in the industry since 2001. Ingrid is currently registered with Newedge Advisors. Previously, Ingrid worked at Ameritas Investment Corp., Carillon Investments, Inc., and AXA Advisors, LLC. Ingrid has a strong background in financial services and has a wide range of experience in various areas, including portfolio management, financial planning, and investment advisory services. Ingrid is committed to providing her clients with the highest level of service and expertise.
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.
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
LA
11/01/2021 - Present
Newedge Advisors (NEW ORLEANS LA)
NM
06/30/2006 - 06/27/2014
AMERITAS INVESTMENT CORP. (ALBUQUERQUE NM)
NM
12/11/2002 - 06/30/2006
CARILLON INVESTMENTS, INC. (ALBUQUERQUE NM)
NY
07/16/2001 - 11/22/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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