Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Desouza is an Investment Advisor Representative associated with Seawise Financial, Inc. Roxanne works in Cardiff By The Sea, California. Roxanne has a Series 65 license. Roxanne has been in the securities industry since December 2021. Roxanne is also an Occupational Therapist at Tricity Medical Center and a Client Service Associate at Satori Wealth Management.
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.
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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CA
02/01/2023 - Present
Seawise Financial, Inc. (CARDIFF BY THE SEA CA)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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