Financial Resources Management Corp
Financial Resources Management Corp (CRD# 105291) is a financial advisory firm headquartered in , . They manage $35,461,731 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$754,505
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Roxanne Fleszar (CRD# 713144) is an Investment Advisor Representative working at Financial Resources Management Corp in Key West, FL and has over 37 years of experience in the finance industry. Roxanne Fleszar has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.