Unclaimed
Roselyn Spaan is a financial advisor with over 10 years of experience in the industry. Roselyn is a registered representative with FINRA and is licensed to sell securities in 12 states, including Alabama, Florida, California, Georgia, Michigan, Minnesota, North Carolina, Oklahoma, South Carolina, and Texas. Roselyn is also a registered investment advisor representative in Alabama and Florida. She holds the Series 7, 63, and 66 securities licenses. Roselyn currently works for Eagle Strategies LLC, which has offices in Fairhope, Alabama. Roselyn is a seasoned financial advisor with a wide range of experience in various areas including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Roselyn also holds appointments with outside insurance carriers for the purpose of brokering non-registered products under the DBA name of Athena Wealth Strategies LLC. Roselyn works with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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
AL
01/02/2025 - Present
Eagle Strategies LLC (Fairhope AL)
BOTH
Issued 10/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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