Roxanne Blade (CRD# 2247137) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Saint Petersburg, FL and has over 12 years of experience in the finance industry. Roxanne Blade has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Deerfield Beach, FL | Jun 2024 - Current | < 1 |
Osaic Wealth, Inc. | Deerfield Beach, FL | Jun 2024 - Current | < 1 |
Blade And Blade Pa | Deerfield Beach, FL | Jan 1998 - Current | 26 |
Securities America Advisors | Deerfield Beach, FL | Oct 2017 - Jun 2024 | 6 |
Securities America Inc. | Deerfield Beach, FL | Oct 2017 - Jun 2024 | 6 |
National Planning Corporation | Saint Petersburg, FL | Jan 2012 - Oct 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2012 |
- FL
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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