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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roseann? Claim Your ProfileRoseann Estrada is an investment advisor representative with Eagle Strategies LLC. Roseann Estrada has been in the industry since November 5, 2011. Roseann Estrada holds Series 6, 7TO, 63, and 65 licenses. Roseann Estrada is also registered as an investment advisor representative in California, New Mexico, Ohio, and Texas. Roseann Estrada has experience with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Roseann Estrada offers financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals services. Roseann Estrada also works as an insurance broker for outside carriers, brokering non-registered insurance products.
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.
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
TX
01/05/2023 - Present
Eagle Strategies LLC (TYLER TX)
IA
Issued 01/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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