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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roxanne? Claim Your ProfileRoxanne Hagelberger is a financial advisor with Ameriprise Financial Services, LLC. Roxanne has been in the financial industry since 1998. Roxanne's current registrations include securities registrations in Alabama, Arkansas, Delaware, Minnesota, Mississippi, Nebraska, Nevada, Oklahoma, Rhode Island, Virginia, and Washington. Roxanne is also registered as an Investment Advisor Representative in Alabama, Arkansas, Delaware, Minnesota, Mississippi, Nebraska, Nevada, Oklahoma, Rhode Island, Virginia, and Washington. Prior to joining Ameriprise Financial Services, LLC, Roxanne was employed by Thrivent Distributors, LLC, Thrivent Investment Management Inc., and American Enterprise Investment Services Inc. Roxanne's areas of specialization include: portfolio management for individuals and businesses, financial planning, and pension consulting. Roxanne has a number of designations and certifications, including: Series 7, Series 63, Series 9, Series 10, Series 24, and Series 65. Roxanne also provides asset allocation services, educational seminars, and publication of periodicals. Roxanne's other business activities include: serving on the board of directors for Donneybrook Farm Association. Roxanne is committed to providing her clients with the highest level of service and expertise.
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.
Asset allocation services
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
MN
12/13/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
11/11/2015 - 03/08/2017
THRIVENT DISTRIBUTORS, LLC (Minneapolis MN)
MN
09/05/2012 - 12/24/2015
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
12/11/2006 - 08/22/2012
AMERIPRISE FINANCIAL SERVICES, INC. (HASTINGS MN)
MN
04/24/1997 - 09/29/2005
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
MN
04/01/1997 - 10/25/1999
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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