Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Morris is a financial advisor with over 30 years of experience in the industry. Roger is a Chartered Financial Consultant and holds multiple licenses and certifications, including Series 6, 7, 22, and 63. Roger currently works with Eagle Strategies LLC, a firm with a strong reputation in the industry. The firm specializes in providing financial planning and investment management services to a wide range of clients, including individuals, families, corporations, and charitable organizations. Roger and the Eagle Strategies team are committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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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AZ
02/23/2000 - Present
Eagle Strategies LLC (PRESCOTT AZ)
BC
Issued 2/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/1987
Series 7 - General Securities Representative Examination
BC
Issued 8/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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