Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxana? Claim Your ProfileRoxana Butnar is an Investment Advisor Representative at Apella Wealth. Roxana is registered with the state of Connecticut and Washington and has been in the industry since 2013. Roxana has a Series 65 license. Roxana has experience working with a variety of clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. At Apella Wealth, Roxana provides financial planning and portfolio management services for 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.
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.
A percentage of the total value of assets under management is charged.
Fee for financial planning services. fees for technology.
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CT
11/04/2021 - Present
Apella Wealth (WEST HARTFORD CT)
IA
Issued 11/04/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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