Joseph E Roseman Jr.

Joseph E Roseman Jr. [ChFEBC℠, CSSCS, NSSA, CRPC]

5960 Fairview Road Suite 400
Charlotte, NC 28210

Original Certification Date 05/09/2014

Organization: O’dall Winkfield Roaseman & Slipp

Broker Dealer: Core Cap Advisors

Phone: 704-935-2554 Extension:

Fax: 704-665-0739



States Currently Licensed: NC, SC, FL, OH

Primary Insurance Companies: Lincoln National, Allianz, Forethought, American General, American Equity, Prudential

Primary Investment Companies: TD, Ameritrade, RBC, Navellien

Services: Your retirement is our focus. OWRS provides specific retirement income planning strategies. We begin with the FERS & CSRS Pension as the base focus on FEHB and FEGLI and wrap it together with Social Security and TSP planning strategies.

Additional Information: Member International Financial Leadership Association