Rosalie Biza, financial advisor Olympia WA

Rosalie Biza

CRD Number: 5363820
Current Firm: Financial Advocates Investment Management

Rosalie Biza (CRD# 5363820) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Olympia, WA Jul 2020 - Current < 1
Financial Advocates Investment Management Olympia, WA Jul 2020 - Current < 1
Symetra Life Insurance Company Bellevue, WA Apr 2015 - Jul 2020 5
Symetra Securities, Inc. Bellevue, WA Apr 2015 - Jun 2020 5
Lpl Financial Olympia, WA Aug 2009 - Apr 2015 5
Financial Advocates Olympia, WA Jun 2010 - Feb 2012 1
The Valley Athletic Club Tumwater, WA Jun 2005 - Aug 2011 6
Full-time Education Seattle, WA Sep 2007 - Jun 2011 3
Uw - Ima Facilities Seattle, WA Sep 2007 - Jun 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Rosalie K. Biza
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,285
    MILLIONS
  • Total Number of Accounts
    18,543
    ACCOUNTS
  • Average Account Value
    $177,150
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, 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, SC, SD, TN, TX, UT, VA, WA, WI, WY

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