Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Donald Roland is a financial advisor registered with Cambridge Investment Research Advisors, Inc. and has been in the industry since 1989. Jack has been associated with Cambridge Investment Research Advisors, Inc. since May 2016. Jack is also an active member of the firm's advisory team in Kingwood, TX. Prior to joining Cambridge, Jack has held positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Jack holds a Series 7, 6, and 63 license.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
05/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (Kingwood TX)
TX
05/13/2016 - 06/09/2016
SIGNATOR INVESTORS, INC. (KINGWOOD TX)
TX
09/25/1997 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (KINGWOOD TX)
AZ
06/02/1995 - 09/25/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
10/08/1991 - 06/02/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
NA
02/08/1988 - 11/05/1990
DERAND/PENNINGTON/BASS, INC.
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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