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Rosanne Marie Braxton

Level Financial Advisors, Inc.

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About Rosanne Marie Braxton

Rosanne Marie Braxton is a financial advisor with Level Financial Advisors, Inc. Rosanne is a Certified Financial Planner. Rosanne has been in the financial services industry since September 1987. Rosanne is registered with the state of New York and Texas. Rosanne specializes in financial planning, portfolio management for individuals and educational seminars.

Firm Information

Rosanne Braxton is currently registered with Level Financial Advisors, Inc.. Level Financial Advisors, Inc. is an independent financial advisory firm based in East Amherst, NY. With over 1965 clients and $620,808,285 in regulatory assets under management, they provide financial planning, portfolio management for individuals, and pension consulting services. Level Financial Advisors, Inc. also offers educational seminars and publishes periodicals.
Level Financial Advisors, Inc.

9310 TRANSIT ROAD

EAST AMHERST, NY 14051

$620.81M

Assets Under Management

9

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rosanne Braxton’s Registration & Firm History

NY

10/04/2013 - Present

Level Financial Advisors, Inc. (EAST AMHERST NY)

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Licenses & Designations

State Registrations

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Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rosanne Marie Braxton.
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