Unclaimed
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.
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.
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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NY
10/04/2013 - Present
Level Financial Advisors, Inc. (EAST AMHERST NY)
Active
Inactive
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