Unclaimed
Roger Cunningham is a financial advisor registered with Arvest Wealth Management. Roger has over 25 years of experience in the industry. Roger has been registered as an investment advisor representative in Arkansas since November 2, 1999, in Missouri since February 20, 2019, and in New York since June 7, 2021. Roger specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. Roger is also a registered representative with FINRA and is a member of the Rotary Club of Fayetteville.
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
AR
02/15/2019 - Present
Arvest Wealth Management (FAYETTEVILLE AR)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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