Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Douglas Madison is an active investment advisor representative with Oneramerica Securities, Inc. Madison has been in the securities industry since 2002. Madison is registered with the state securities authorities of Arkansas, Arizona, California, Florida, Georgia, Idaho, Indiana, Nebraska, Nevada, Oregon, Pennsylvania, South Carolina, Texas, Utah, Washington and Wyoming. Madison is also registered with FINRA. Madison has a Series 6, Series 7, Series 63, Series 65 and SIE licenses. Madison provides financial planning, pension consulting, portfolio management for individuals and businesses and educational seminars. Madison has also stated that they have other business activities.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
09/14/2021 - Present
Oneamerica Securities, Inc. (MERIDIAN ID)
ID
07/20/2007 - 11/23/2009
BENEFICIAL INVESTMENT SERVICES, INC. (MERIDIAN ID)
ID
01/31/2002 - 08/09/2007
EQUITY SERVICES, INC. (BOISE ID)
UT
06/08/2007 - 06/22/2007
BENEFICIAL INVESTMENT SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 10/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Madison is the right advisor for you? Invested Better is here to help.
