Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Allan Place is a financial advisor who has been in the industry since 1994. Roger is currently registered with Ameriprise Financial Services, LLC, a large firm with over $1 trillion in assets under management. Roger has been with Ameriprise since 2005 and has experience working with high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. Roger can provide a variety of financial advisory services including financial planning, pension consulting, portfolio management, and asset allocation. Roger holds the Series 7, Series 63, and Series 65 licenses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
05/11/2017 - Present
Ameriprise Financial Services, LLC (Camp Hill PA)
MN
09/25/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/29/1995 - 09/20/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
08/29/1995 - 09/20/1995
IDS LIFE INSURANCE COMPANY
NY
05/10/1994 - 08/30/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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