Unclaimed
Roxane Renee Schmidt is a Registered Representative associated with Frost Investment Services. Roxane has been working in the financial services industry since October 1999. Roxane is licensed in Arkansas, Georgia, Louisiana, Rhode Island, Texas and Virginia. Roxane currently works out of the Fort Worth, TX branch of Frost Investment Services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
TX
01/26/2022 - Present
Frost Investment Services (FORT WORTH TX)
BOTH
Issued 03/29/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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