Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanna? Claim Your ProfileRosanna Felix is a financial professional with over 15 years of experience in the financial services industry. Rosanna is currently registered with American Portfolios Financial Services, Inc., Osaic Institutions, Inc., and Osaic Wealth, Inc. Rosanna has held previous positions with firms such as TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., and PERSHING ADVISOR SOLUTIONS LLC. Rosanna holds the Series 63, Series 7 and SIE licenses.
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.
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.
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2
NY
12/21/2023 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
GA
12/07/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
12/07/2023 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
12/07/2023 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NJ
11/11/2008 - 06/13/2011
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
BC
Issued 06/03/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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