Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Cedric Weissenberg is a financial advisor who has been active in the industry since 1988. Roger is currently registered with Rothschild Investment LLC in Illinois and Indiana as an Investment Advisor Representative. Roger previously worked at PRINCIPAL FINANCIAL SECURITIES,INC. in Dallas, Texas and HAMILTON INVESTMENTS, INC. Roger is a Chartered Financial Analyst. Rothschild Investment LLC is a firm based in Chicago, Illinois that manages over $2 billion in assets. The firm provides portfolio management for individuals and businesses, as well as pension consulting and selection of other advisors. The firm's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
06/20/2017 - Present
Rothschild Investment LLC (CHICAGO IL)
TX
09/01/1994 - 04/22/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
02/09/1988 - 09/01/1994
HAMILTON INVESTMENTS, INC.
IA
Issued 04/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
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