Joseph E Roseman Jr.

Joseph E Roseman Jr. [ChFEBC℠]

5960 Fairview Road
Suite 200
Charlotte, NC 28210

I have an office in only one state, but Charlotte borders South Carolina and I service a number of South Carolina clients.

Original Certification Date: 05/09/2014

ChFEBC℠ Number: 3C04R4J13

Organization: StayRetired Wealth Strategies

Phone: 704-935-2554



States Currently Licensed: NC, SC, GA, TN, FL, TX, AL, CO, PA

State Insurance License #: 3393044

Primary Insurance: North American, Allianz, Athene, One America, American Equity, Protective

Primary Investment: We custody all of our accounts at Charles Schwab on a multi-faceted investment platform.

Services: Fee based financial planning, investment planning, asset protection planning, long-term care planning, estate planning, retirement tax planning