Rochelle Sanchez is a registered investment advisor, based in Oceanside, CA, with 13 years of industry experience.
Location
Oceanside, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Rochelle is an employee of Boom Planning/Canvas Financial, providing investment services such as advising, planning, and customer service. This activity is investment-related and takes nearly all of Rochelle's time.
Employment History
Current Registrations
Ameritas Investment Company, LLCBroker
February 2025 - Present · 1 yr 3 mos
Ameritas Advisory Services, LLC
February 2025 - Present · 1 yr 3 mos
Ameritas Investment Company, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
U.S. Bancorp Advisors, LLC
May 2018 - January 2025 · 6 yrs 8 mos
U.S. Bancorp Advisors, LLCBroker
July 2012 - January 2025 · 12 yrs 6 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.