Maggie Roche
Financial Advisor with Roche Financial, Inc.
- Role
- Investment Advisor at Roche Financial, Inc
- Location
- Williamsport, PA, US
- LinkedIn followers
- 500 followers
About Maggie Roche
Experienced independent Financial Advisor with a demonstrated history of working in the financial services industry. Skilled in Sales, Securities, Disability Insurance, Team Building, and Retirement Planning. Strong sales professional with an Associates Degree focused in Business Administration from Newport Business School. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity. Roche Financial is located at 1610 E Third street, Williamsport PA 17701
Experience
Investment Advisor
Aug 1991 — Present · Williamsport, PA, US
I have been working in the Investment and Insurance industries for over 30 years. As an Investment Advisor with Cetera Advisors LLC, I provide individuals with investment portfolio analysis and advice on life insurance and retirement strategies. As an Insurance Agent, I am uniquely qualified to search the Insurance marketplace for Individuals, Business Owners and Human Resource Managers to find the most cost effective, quality Employee Benefits programs available. I work with all size companies. Securities offered through Cetera Advisors LLC Member FINRA/SIPC. 4600 S. Syracuse Street, Denver, CO 80•••••69Roche Financial, Inc. & Cetera Advisors LLC are not affiliated entities.
Education
Newport Business School
Associates Degree
Skills
- Retirement
- Brokers
- Disability Insurance
- Finance
- Risk Management
- Erisa
- Sales
- Life Insurance
- Investments
- Securities
- Fixed Annuities
- 401k
- Health Insurance
- Management
- Insurance
- Leadership Development
- Strategic Planning
- Small Business
- Human Resources
- Employee Benefits
- Retirement Planning
- Account Management
- Portfolio Management
- Variable Annuities
- Team Building
- Securities Licensed
- Leadership
- Benefits Administration
- Series 6
- Finra
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