Thomas E. Rosellini,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas E. Rosellini, CFP®

First Vice President Wealth Management

UBS Financial Services, Inc.

4400 Post Oak Parkway, Suite 1700
Houston, TX 77027

UBS Financial Services, Inc.

4327 Pilimai St
Lihue, HI 96766
FINANCIAL ADVISOR'S WEBSITE
(713) 940-2993

General

Thomas Rosellini is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services, Inc. in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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