Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalie? Claim Your ProfileRosalie Groendes is an Investment Advisor Representative associated with Haven Wealth Group. Rosalie is registered with the state of Texas and has been in the industry since March 2015. Her experience includes working at Memorial City Bank from November 2007 to March 2015. Rosalie is a Series 65 license holder and specializes in providing financial planning, pension consulting, and portfolio management services to individuals.
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.
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.
Flat fee for financial plan
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TX
03/23/2018 - Present
Haven Wealth Group (HOUSTON TX)
IA
Issued 11/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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