Unclaimed
J. Sessions Roland is an investment advisor representative with Cetera Investment Advisers LLC in Ridgeland, Mississippi. J. Sessions has been in the financial services industry since September 15, 2013. J. Sessions is a Certified Financial Planner and Chartered Financial Consultant and has experience with financial planning, pension consulting and portfolio management for individuals and businesses. J. Sessions is also registered as an investment advisor representative in Mississippi and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MS
04/20/2022 - Present
Cetera Investment Advisers LLC (RIDGELAND MS)
MS
09/10/2013 - 09/16/2016
PRUCO SECURITIES, LLC. (JACKSON MS)
IA
Issued 1/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/2/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure J. sessions Roland is the right advisor for you? Invested Better is here to help.