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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Rose Roche is an investment advisor representative with Cetera Investment Advisers LLC, with over 28 years of experience in the financial services industry. Maggie Rose Roche has been registered with the state of Pennsylvania as an investment advisor representative since March 21, 2024. Maggie Rose Roche also holds Series 6, Series 63 and Series 65 licenses. Maggie Rose Roche previously worked at Woodbury Financial Services, Inc. and Aetna Investment Services, LLC. Maggie Rose Roche is located in Williamsport, Pennsylvania and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Maggie Rose Roche's firm, Cetera Investment Advisers LLC, has over 16,000 clients and manages over $100 billion in assets.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (WILLIAMSPORT PA)
PA
06/13/2001 - 07/09/2012
WOODBURY FINANCIAL SERVICES, INC. (WILLIAMSPORT PA)
CT
02/10/1995 - 06/22/2001
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
IA
Issued 03/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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