Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Blade is a financial advisor at Osaic Wealth, Inc. Roxanne has been working in the financial industry since 1999 and has experience providing financial planning, portfolio management, and advisory services to clients. Roxanne is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 6, Series 7, Series 63 and SIE license. Roxanne is also a Certified Financial Planner. In addition to her work with Osaic Wealth, Inc., Roxanne also helps with her husband's law practice and is involved in various other business activities.
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.
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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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (DEERFIELD BEACH FL)
FL
10/23/2017 - 06/14/2024
SECURITIES AMERICA, INC. (DEERFIELD BEACH FL)
FL
01/26/2012 - 10/26/2017
NATIONAL PLANNING CORPORATION (ST. PETERSBURG FL)
FL
09/18/2006 - 11/29/2011
WOODBURY FINANCIAL SERVICES, INC. (DEERFIELD BEACH FL)
MN
06/13/2006 - 09/21/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
FL
09/10/2003 - 05/24/2004
VIEWTRADE FINANCIAL (BOCA RATON FL)
MN
10/17/1996 - 09/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/17/1996 - 09/18/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
GA
06/29/1992 - 11/15/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 02/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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