Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Fang-chiao Trager is a financial advisor based in San Francisco, California. Roxanne has been a financial advisor for more than two years. Roxanne is currently registered with Wedbush & Co., LLC and Wedbush Securities Inc., and holds Series 63, 79TO and SIE licenses. Roxanne is also registered with the states of Arizona, California, Colorado, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia and Washington.
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.
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.
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CA
02/07/2024 - Present
Wedbush & CO., LLC (San Francisco CA)
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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