Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Walton is an investment advisor representative at Kestra Advisory Services, LLC. Roger has been in the industry for over 20 years, having started their career at Equity Services, Inc. in 1999. Roger is registered to provide investment advice in Pennsylvania, and is also a registered representative in several states. In addition to their advisory work, Roger is also a licensed insurance agent. Roger is committed to providing personalized financial advice to their clients, and believes in helping them reach their financial goals. Roger has experience working with individuals, families, and businesses. Roger's specialties include retirement planning, investment management, and insurance planning.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/25/2016 - Present
Kestra Advisory Services, LLC (GLENSIDE PA)
VT
11/30/1999 - 07/27/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
BOTH
Issued 12/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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