Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Hamilton Crank is a financial advisor with over 20 years of experience in the industry. Roger is currently registered with MML Investors Services, LLC and is licensed to provide financial advice in Florida, Massachusetts, Michigan and Wisconsin. Roger has held previous positions with MSI Financial Services, Inc. and New England Securities. Roger holds FINRA Series 6, 63 and 65 licenses, and the SIE exam. Roger has also passed the Investment Company Products/Variable Contracts Representative Examination. Roger offers financial planning, asset allocation programs, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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 programs
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.
Solicitors fees
1
2
WI
03/25/2017 - Present
MML Investors Services, LLC (BROOKFIELD WI)
WI
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROOKFIELD WI)
WI
01/07/1997 - 01/02/2015
NEW ENGLAND SECURITIES (BROOKFIELD WI)
IA
Issued 10/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/6/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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