Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Wilson has been in the financial services industry since 2008. Roger is currently registered with Avantax Investment Services, Inc. in Kewaskum, Wisconsin. Roger holds Series 6 and Series 63 licenses and the SIE. Roger is licensed in Indiana, Ohio, South Dakota and Wisconsin. Roger was previously registered with Signator Investors, Inc.
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.
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.
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WI
06/25/2018 - Present
Avantax Investment Services, Inc. (Kewaskum WI)
WI
01/07/2008 - 07/12/2018
SIGNATOR INVESTORS, INC. (BROOKFIELD WI)
BC
Issued 05/29/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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