Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Fleszar is a financial advisor and has been in the industry since 1980. Roxanne is currently registered with CW Advisors, LLC and has been working with them since 2022. Roxanne has also worked with several other firms over the years including Commonwealth Equity Services, Inc., Compass Securities Corporation, and Securities America, Inc. Roxanne is a Certified Financial Planner and a Chartered Financial Consultant. Roxanne specializes in portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, and pension consulting.
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.
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
MA
09/01/2022 - Present
CW Advisors, LLC (BOSTON MA)
NA
01/21/1994 - 12/31/1994
COMPASS SECURITIES CORPORATION
NA
04/01/1993 - 12/17/1993
SECURITIES AMERICA, INC.
NA
10/30/1985 - 04/20/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
NA
10/20/1982 - 04/05/1993
COMMONWEALTH EQUITY SERVICES, INC.
NA
10/30/1985 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/16/1981 - 09/30/1982
MHA FINANCIAL CORP
NA
03/30/1981 - 10/28/1981
MCNEISH, DE LOREY, INC.
NA
08/04/1980 - 05/14/1981
PML SECURITIES COMPANY
BC
Issued 10/20/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1980
Series 1 - Registered Representative Examination
Active
Inactive
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