Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Calabrese is a financial advisor with over 15 years of experience in the industry. Roxanne is currently registered with Osaic Wealth, Inc. and has previously held positions at other firms, including Woodbury Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, Stifel, Nicolaus & Company, Incorporated, Morgan Stanley & Co. Incorporated, and Citigroup Global Markets Inc. Roxanne holds the Series 66, 7 and 9 licenses and the SIE exam certification.
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
NJ
01/19/2024 - Present
Osaic Wealth, Inc. (TOTOWA NJ)
NJ
07/28/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HACKENSACK NJ)
NJ
01/06/2016 - 07/29/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
NJ
09/29/2015 - 12/22/2015
MORGAN STANLEY (PARAMUS NJ)
NJ
10/02/2013 - 07/23/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
NJ
06/01/2009 - 10/11/2013
MORGAN STANLEY (PARAMUS NJ)
NJ
01/08/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
02/27/2008 - 12/04/2008
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
BOTH
Issued 09/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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