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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxana? Claim Your ProfileRoxana Solorzano is a financial advisor with Ameriprise Financial Services, LLC, based in Monrovia, CA. Roxana has been in the financial services industry since May 1999, with experience working for several firms, including LPL Financial LLC, Allstate Financial Services, LLC, and Chase Investment Services Corp. Roxana specializes in providing a range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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CA
05/31/2024 - Present
Ameriprise Financial Services, LLC (Monrovia CA)
CA
04/23/2018 - 09/01/2023
ALLSTATE FINANCIAL SERVICES, LLC (Pasadena CA)
CA
08/07/2009 - 01/24/2017
LPL FINANCIAL LLC (PASADENA CA)
CA
05/02/2009 - 05/12/2009
CHASE INVESTMENT SERVICES CORP. (LOS ANGELES CA)
CA
12/16/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS ANGELES CA)
CA
02/10/2004 - 12/22/2008
LPL FINANCIAL CORPORATION (DIAMOND BAR CA)
AZ
06/17/2003 - 07/22/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MN
08/03/2001 - 10/24/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/03/2001 - 10/24/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
11/15/1999 - 05/10/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/15/1999 - 05/10/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/19/1999 - 06/23/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/19/1999 - 06/23/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
04/20/1999 - 06/11/1999
M.L. STERN & CO. INC. (BEVERLY HILLS CA)
BC
Issued 11/27/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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