Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Eubanks is an investment advisor representative with Franklin Street Advisors Inc. in Chapel Hill, NC. Roger has over 25 years of experience in the financial services industry. Roger is a Registered Representative and Investment Advisor Representative with Franklin Street Advisors Inc. His previous roles were with Franklin Street Securities, Inc. and UBS Paine Webber Inc. and Interstate/Johnson Lane Corporation. Roger holds Series 63, 66, 7 and 4 licenses. His areas of specializations include Fixed Income, Mutual Funds, ETFs, and Variable Annuities. Roger's focus is on providing investment advice and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Investment advice
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.
Security recommendations
1
2
NC
10/09/2006 - Present
Franklin Street Advisors Inc. (CHAPEL HILL NC)
NC
11/06/2002 - 02/10/2015
FRANKLIN STREET SECURITIES, INC. (CHAPEL HILL NC)
NJ
11/15/1996 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NC
09/11/1995 - 11/18/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2014
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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