Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosalinda? Claim Your ProfileRosalinda Roberts is an Investment Advisor Representative at Osaic Wealth, Inc. in Sacramento, California. Rosalinda has been in the financial services industry since 1996 and holds licenses for both Securities and Investment Advisory services. Rosalinda provides financial planning services to individuals and families. This includes, but is not limited to, client cash flow analysis, cash reserves, retirement planning, risk management and estate planning. Rosalinda has been a registered representative with Securities America, Inc. since 2006.
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.
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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
01/27/2006 - 06/14/2024
SECURITIES AMERICA, INC. (SACRAMENTO CA)
TX
04/06/2000 - 02/03/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/06/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CA
02/04/1998 - 03/17/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
11/27/1996 - 02/26/1998
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BOTH
Issued 12/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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