Unclaimed
Rodger Premeau is a financial advisor with over 20 years of experience in the financial services industry. Rodger is a Registered Representative of Equitable Advisors, LLC, a subsidiary of Equitable Holdings, Inc. Rodger is a Series 7, Series 24, and Series 66 licensed professional. Prior to joining Equitable Advisors, LLC, Rodger worked for Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Rodger specializes in financial planning, retirement planning, and investment management for individuals, families, and businesses. Rodger is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
WI
05/01/2006 - Present
Equitable Advisors, LLC (WAUWATOSA WI)
WI
01/09/2004 - 04/20/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
MN
01/09/2004 - 04/20/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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