Rosie George (CRD# 6692292) is an Investment Advisor Representative working at Strait Direction Wealth Management in South Euclid, OH and has over 7 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Strait Direction Wealth Management, LLC | South Euclid, OH | May 2021 - Current | 2 |
| Edward Jones | St Louis, MO | Aug 2016 - Apr 2021 | 4 |
| Retired | South Euclid, OH | Feb 2016 - Aug 2016 | < 1 |
| Lincoln Electric Company | Cleveland, OH | Feb 2000 - Feb 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- OH
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$109,133
- 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
- Educational seminars/workshops
- Other
OH
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