Andrew Roosa (CRD# 5517520) is an Investment Advisor Representative working at Edward Jones in Almont, MI and has over 15 years of experience in the finance industry.
CRD# 5480510
Lpl Financial LLC
CRD# 6880560
Raymond James Financial Services Advisors, Inc.
CRD# 6049892
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jan 2017 - Current | 7 |
| Comerica Bank | Auburn Hills, MI | Dec 2014 - Oct 2016 | 1 |
| Comerica Securities, Inc. | Rochester Hills, MI | Apr 2008 - Nov 2014 | 6 |
| Comerica Bank | Sterling Heights, MI | Jan 2006 - Nov 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- MI
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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