Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Roger Owens is a registered representative with LPL Financial LLC, where Gerald Roger has been with the firm since December 2021. Prior to joining LPL Financial LLC, Gerald Roger was with Capital Investment Group, Inc., where he was employed for over 7 years. Gerald Roger has a total of 11 years in the industry and is licensed in Georgia, North Carolina, and South Carolina. Gerald Roger is a licensed broker with a Series 7 and Series 66 license and offers a variety of financial services, including investment advisory and insurance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
12/02/2021 - Present
LPL Financial LLC (ROCK HILL SC)
SC
05/19/2014 - 12/10/2021
CAPITAL INVESTMENT GROUP, INC. (ROCK HILL SC)
SC
12/16/2010 - 05/20/2014
ING FINANCIAL PARTNERS, INC. (ROCK HILL SC)
BOTH
Issued 01/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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