Roselyn Spaan (CRD# 7373640) is an Investment Advisor Representative working at Eagle Strategies LLC in Daphne, AL and has over 2 years of experience in the finance industry.
CRD# 5798808
Eagle Strategies LLC
CRD# 1012439
Cadaret Grant & Co Inc.
CRD# 1420455
Kovack Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Daphne, AL | Oct 2022 - Current | 1 |
| Nylife Securities LLC | Pensacola, FL | Oct 2021 - Current | 2 |
| New York Life Insurance Company | Pensacola, FL | May 2021 - Current | 3 |
| Dowell Financial Group, Inc. | Daphne, AL | Jan 2022 - Aug 2023 | 1 |
| Cojack Investments | Fairhope, AL | Jan 2019 - Jun 2021 | 2 |
| Master Joes | Fairhope, AL | Feb 2017 - Dec 2019 | 2 |
| Homemaker | Flagstaff, AZ | Jul 2013 - Jan 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2021 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- AL
- FL
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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