Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Heidlebaugh is a financial advisor who has been in the industry since November 2009. Roger is currently registered with Concourse Financial Group Securities, Inc. as a Registered Representative and Investment Advisor Representative. Roger has held previous roles at Infinex Investments, Inc., Santander Securities LLC, BB&T Securities, LLC, BB&T Investment Services, Inc., Cetera Investment Services LLC, Beaconsfield Financial Services, Inc., and Waddell & Reed, Inc.. Roger is currently active in Pennsylvania, Arizona, California, Delaware, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, South Carolina and Virginia. Roger holds the Series 7, Series 66, and SIE securities licenses. Roger is also a financial advisor with a specialization in retirement planning, investment management, insurance, and estate 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.
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.
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.
1
2
PA
10/24/2022 - Present
Concourse Financial Group Securities, Inc. (Ashland PA)
PA
11/18/2021 - 01/03/2022
INFINEX INVESTMENTS, INC. (Minersville PA)
PA
01/06/2020 - 11/09/2021
SANTANDER SECURITIES LLC (Schuylkill Haven PA)
PA
01/02/2018 - 03/22/2018
BB&T SECURITIES, LLC (POTTSVILLE PA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (POTTSVILLE PA)
PA
05/01/2012 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (POTTSVILLE PA)
PA
03/10/2009 - 05/01/2012
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
PA
04/18/2007 - 02/11/2009
WADDELL & REED, INC. (HARRISBURG PA)
BOTH
Issued 05/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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