Unclaimed
Rosalie Haglund is a financial advisor with J.P. Morgan Securities LLC. Rosalie has been in the financial industry since 2008 and holds the Certified Financial Planner designation. Rosalie's experience includes working at Kayne Anderson Rudnick Investment Management, LLC and Oakwood Capital Management LLC. Rosalie is registered in California and Texas.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
01/02/2025 - Present
J.p. Morgan Securities LLC (Los Angeles CA)
Active
Inactive
Not sure Rosalie Haglund is the right advisor for you? Invested Better is here to help.