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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanna? Claim Your ProfileRoxanna Marie Hendricks is a financial advisor at Morgan Stanley. Roxanna has been in the financial industry for over 5 years and has a strong track record of success. She is registered with FINRA and the state of Indiana and is also a Registered Investment Advisor. Roxanna has a wide range of experience, including providing financial planning, asset allocation advice, and portfolio management services to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IN
07/21/2023 - Present
Morgan Stanley (Indianapolis IN)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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