Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Barrera Salinas is a financial advisor with over 10 years of experience in the industry. Roxanne is currently registered with Frost Investment Services and is licensed to provide financial advice in multiple states. Roxanne has a strong track record of providing customized financial solutions to individuals, families, and businesses. She is passionate about helping clients achieve their financial goals and believes in building long-term relationships. Previously, Roxanne worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. Roxanne holds Series 6, 7, 63 and 66 licenses. Roxanne is dedicated to providing excellent client service and is committed to exceeding client expectations.
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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TX
04/18/2024 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
05/30/2019 - 05/16/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN ANTONIO TX)
TX
04/25/2017 - 05/28/2019
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
10/01/2012 - 03/05/2014
J.P. MORGAN SECURITIES LLC (SAN ANTONIO TX)
TX
07/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
TX
08/11/2010 - 06/03/2011
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)
BOTH
Issued 08/02/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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