Unclaimed
Roger Dean Haan has been in the financial industry since 1978. Roger is a registered representative with Correll Co. Investment Services Corp. and is licensed to provide investment advice in Florida, Michigan, and Texas. Roger has experience with financial services, including pension consulting and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/11/1999 - Present
Correll Co. Investment Services Corp. (HICKORY HILLS IL)
NY
08/24/1978 - 11/04/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 12/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Haan is the right advisor for you? Invested Better is here to help.