Roxanne Waterman

Background

About Roxanne Waterman

I am a registered Investment Advisor Representative here to help educate you about the basic concepts of financial management. I care about you and your family's financial welfare and have been helping families and individuals for over 35 years. My experience includes estate planning, trust funding, cash management, retirement planning, investing and risk management. I look forward to connecting with you to discuss your financial goals and objectives. Please visit for more detailed information on financial education. Advisory Services Offered Through OSAIC WEALTH, Inc. member FINRA Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third party posts found on this profile do not reflect the views of Securities America and have not been reviewed by Securities America as to accuracy or completeness.