Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Hare is a financial advisor at LPL Financial LLC with a background in the financial industry spanning over 30 years. Roger is registered to provide investment advice in several states including New York, Alaska, California, Colorado, Connecticut, Florida, Maryland, Massachusetts, Michigan, Missouri, North Carolina, Pennsylvania, and Virginia. Roger has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and institutions. In addition to portfolio management, Roger offers financial planning services, including investment advice, retirement planning, and college savings.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
01/03/2023 - Present
LPL Financial LLC (MARCELLUS NY)
NY
11/25/2015 - 01/05/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
OH
09/04/2009 - 12/07/2015
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
NY
05/18/2004 - 09/11/2009
JANNEY MONTGOMERY SCOTT LLC (SYRACUSE NY)
NY
07/27/1998 - 05/19/2004
PINNACLE INVESTMENTS, INC. (EAST SYRACUSE NY)
NY
03/04/1993 - 08/10/1998
FIRST ALBANY CORPORATION (NEW YORK NY)
NY
12/06/1991 - 02/10/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
08/13/1982 - 05/08/1987
DEAN WITTER REYNOLDS INC.
NA
01/19/1980 - 08/20/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/03/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
F
FINRA
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