Unclaimed
Rosalie Dollarhide is a financial advisor registered with Charles Schwab & Co., Inc. Rosalie is licensed in 51 states and has been in the industry since September 6, 2022. Rosalie specializes in financial planning. Rosalie is also a registered representative with Charles Schwab & Co., Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
01/20/2025 - Present
Charles Schwab & CO., Inc. (Westlake TX)
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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