Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Allen Rekate is a financial advisor with over 20 years of experience in the industry. He has held positions at various firms, including Calton & Associates, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Roger has a strong background in financial planning, portfolio management, and insurance. He is currently registered with LPL Financial LLC and Advisor ONE, LLC. Roger is committed to providing his clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
02/20/2024 - Present
LPL Financial LLC (Springfield MO)
FL
01/03/2006 - 05/07/2009
CALTON & ASSOCIATES, INC. (TAMPA FL)
TX
10/01/2002 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (HOUSTON TX)
TX
11/01/1995 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 12/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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