Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Gregory Wilson is a financial advisor with Charles Schwab & Co., Inc. Roger has been in the financial industry since 2000 and has a broad range of experience in the field. Roger is a Certified Financial Planner and holds the Series 7, 9, 10, 24, 52, 53, and 63 licenses. Roger has worked for a number of firms, including USAA Investment Services Company, USAA Financial Advisors, Inc., and USAA Financial Planning Services. Roger is registered with both the state of Arizona and California as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
06/22/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
06/08/2020 - 09/10/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
08/31/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
TX
10/19/2000 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 04/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/04/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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