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Rosanne Gaida Green

SWS FINANCIAL SERVICES, INC.·DALLAS, Texas
SIE, Series 7, Series 24, Series 66, Series 99TOClean recordSWS FINANCIAL SERVICES, INC.
1201 ELM STREET, DALLAS, TX 75270CRD# 4211578Firm CRD# 17587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rosanne Gaida Green · DALLAS, TX
Registration
CRD #4211578 · SWS FINANCIAL SERVICES, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MOMENTUM INDEPENDENT NETWORK INC.
CRD 17587 · SEC 801-60812
AUM
$1.1B
Regulatory assets under management
Employees
139
3,528 client accounts
Services offered by MOMENTUM INDEPENDENT NETWORK INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MOMENTUM INDEPENDENT NETWORK INC. →
Introduction

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Frequently Asked Questions

What services does Rosanne Gaida Green offer?
Rosanne Gaida Green specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are Rosanne Gaida Green's credentials?
Rosanne Gaida Green is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rosanne Gaida Green located?
Rosanne Gaida Green is based in DALLAS, Texas, working with SWS FINANCIAL SERVICES, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Rosanne Gaida Green charge for services?
Rosanne Gaida Green's firm is compensated through percentage of aum, hourly charges, subscription fees, other: 12b-1 fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SWS FINANCIAL SERVICES, INC.?
SWS FINANCIAL SERVICES, INC. has approximately 139 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SWS FINANCIAL SERVICES, INC.

William Woolfolk Nelson
DALLAS, TX
James Harrell Ross
DALLAS, TX
Bonnie Rachael Licalsi
DALLAS, TX
Scott Edward Mccaffrey
DALLAS, TX
Holly Platt Peritz
DALLAS, TX
Robert Wayne Peterson
DALLAS, TX

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