Rocio Espinosa

Current Employers

Employment History

• 12/2021 → Present
  Glp Investment Services, Llc
  Farmington, MI
• 08/2013 → Present
  Valuteachers, Inc
  Miami, FL
• 02/2022 → Present
  Asset Allocation Strategies, Llc
  Farmington, MI
• 07/2026 → 07/2026
  First Advisors National
  Atlanta, GA

Other Businesses

(1) VALUTEACHERS. INVESTMENT-RELATED. ADDRESS: 90 FORT WADE RD. SUITE 116, PONTE VEDRA BEACH, FL 32081. NATURE: INSURANCE SALES. POSITION: NATIONAL SALES DIRECTOR. START DATE: AUGUST 2013. HOURS DEVOTED PER MONTH: 120. DUTIES: SELLING FIXED-INDEXED ANNUITY 403Bs IN SCHOOL DISTRICTS AND LIFE INSURANCE SALES. (2) ASSET ALLOCATION STRATEGIES, LLC; INVESTMENT RELATED; LOCATED IN MIAMI BEACH, FL - SUPERVISED FROM FARMINGTON, MI; NATURE: INVESTMENT ADVISOR; POSITION: IAR; START DATE: 02/2022; APX 15 HRS/MO., 15 HRS DURING TRADING HOURS; DUTIES: SOLICIT, SERVICE, ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS. (3) FINANCIAL WELLNESS CORP; INVESTMENT RELATED; MIAMI BEACH, FL; DBA FOR WORK DONE THROUGH VALUTEACHERS; CEO; START DATE: 08/2021; APX. 2 HRS PER MONTH; DUTIES: DBA FOR WORK DONE THROUGH VALUTEACHERS. (4)VILLAS AT THE HAMOCKS LLC.; INVESTMENT RELATED; MIAMI BEACH, FL; REAL ESTATE, OWN/RENT/MANAGE PROPERTY; CEO; START DATE: 08/2022; APX. 1HR PER MONTH; DUTIES: COLLECT RENT AND FIX ANY MAINTENANCE ISSUES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-17

Other Names

• Rocio Tafur
• Rocio Espinosa-Quiroz