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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalind? Claim Your ProfileRosalind Frazier is an investment advisor representative and registered representative with Grove Point Advisors, LLC. Rosalind has been in the securities industry since 2002. Rosalind is licensed in 13 states including Maryland, Florida, Pennsylvania, and New York. Rosalind has Series 6, 7, 63 and 66 registrations. Rosalind is also a licensed insurance agent. Rosalind has previous experience working at H. Beck, Inc., Beaconsfield Financial Services, Inc. and Princor Financial Services Corporation. Rosalind is also a stylist for Stitch Fix.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
04/01/2021 - Present
Grove Point Advisors, LLC (Bridgeville PA)
PA
11/11/2015 - 05/12/2017
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
PA
09/01/2004 - 10/08/2015
H. BECK, INC. (PITTSBURGH PA)
IA
03/04/2004 - 09/24/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
03/14/2002 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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