Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rochelle? Claim Your ProfileRochelle Nicole Hetrick is an Investment Advisor Representative with Frost Investment Advisors, LLC. Rochelle is licensed to provide advisory services in Texas. Rochelle has a Series 63 and a Series 65 license. Prior to joining Frost Investment Advisors, LLC, Rochelle was employed by J.P. Morgan Securities LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Provide models to 3rd parties and receive asset-based fees
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2
TX
02/06/2023 - Present
Frost Investment Advisors, LLC (SAN ANTONIO TX)
TX
09/03/2019 - 04/29/2020
J.P. MORGAN SECURITIES LLC (COLLEGE STATION TX)
IA
Issued 02/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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