Erick Roshelli, financial advisor North Bethesda MD
93 score

Erick Roshelli

CRD Number: 5344410
Current Firm: Td Ameritrade, Inc.

Erick Roshelli (CRD# 5344410) is an Investment Advisor Representative working at Td Ameritrade, Inc. in North Bethesda, MD and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tdameritrade Inc. Bethesda, MD Nov 2008 - Current 8
Edward Jones St Louis, MO May 2007 - Nov 2008 1
Wells Fargo Finanacial Alexandria, VA Jun 2002 - Mar 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Contact Info for Erick J. Roshelli
Phone Number: (800) 669-3900
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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