Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Duane Linn is a financial advisor currently registered with Osaic Wealth, Inc. based in OKEMOS, MI. Roger has been in the financial industry since October 30, 2000 and has a strong track record of providing financial advice and guidance to clients. Roger is a registered representative with Securities America, Inc., Investcorp, Inc. and North American Financial Group, Inc. Roger holds the Series 6, Series 22 and Series 63 licenses as well as the SIE exam.
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.
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2
MI
06/14/2024 - Present
Osaic Wealth, Inc. (OKEMOS MI)
MI
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (FLINT MI)
MI
01/16/2002 - 07/17/2020
INVESTACORP, INC. (FLINT MI)
MI
12/20/1996 - 03/06/1998
NORTH AMERICAN FINANCIAL GROUP, INC. (WARREN MI)
BC
Issued 01/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2016
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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