Unclaimed
Roger McChesney is an investment advisor representative with Northwestern Mutual Investment Services, LLC. Roger is a Registered Representative and Investment Adviser Representative who has been in the industry since March 25, 1987. Roger is licensed to conduct business in Louisiana and Mississippi. Roger has a diverse background having previously worked at Robert W. Baird & Co. Incorporated in Milwaukee, Wisconsin. Roger McChesney is committed to providing clients with personalized investment advice and guidance. Roger also earns commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
06/04/2009 - Present
Northwestern Mutual Investment Services, LLC (LAFAYETTE LA)
WI
11/16/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 4/27/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/6/1990
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 3/25/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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