Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Curylo is a financial advisor with over 30 years of experience in the industry. Roger is currently registered with Morgan Stanley in Red Bank, NJ, and Chicago, IL. Roger is also registered with multiple states and has a wide range of professional designations. Previous employers include National Financial Services LLC, UBS Financial Services Incorporated of Puerto Rico, UBS Financial Services Inc., UBS Services USA LLC, and Wertheim Schroder & Co. Incorporated. Roger is a dedicated professional and has a proven track record of success in the financial services industry.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/15/2021 - Present
Morgan Stanley (Red Bank NJ)
NJ
12/19/2006 - 08/12/2020
NATIONAL FINANCIAL SERVICES LLC (JERSEY CITY NJ)
PR
09/29/2003 - 11/07/2006
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NJ
04/16/1991 - 11/07/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
10/01/2000 - 10/21/2003
UBS SERVICES USA LLC (WEEHAWKEN NJ)
NY
04/24/1990 - 04/08/1991
WERTHEIM SCHRODER & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 06/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/1995
Series 14 - Compliance Officer Examination
BC
Issued 09/23/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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