Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Lee-driscoll is a financial advisor with The Strategic Financial Alliance, Inc. with over 30 years of experience in the financial services industry. Roberta is a registered representative and investment advisor representative in the state of Hawaii. Roberta is also licensed in several states, including California, Colorado, Florida, Georgia, New Mexico, New York, North Carolina, Oregon, and Washington.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
HI
04/06/2009 - Present
THE Strategic Financial Alliance, Inc. (HONOLULU HI)
HI
07/06/1992 - 04/06/2009
COMMONWEALTH FINANCIAL NETWORK (HONOLULU HI)
TX
02/07/1990 - 07/06/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
CA
08/25/1989 - 02/13/1990
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
06/22/1988 - 08/25/1989
PFG SECURITIES, INC.
BC
Issued 07/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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