Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Richter is a financial advisor with State Farm Investment Management Corp. Roger has been in the industry since 2009 and holds a Series 6, Series 7, and Series 63 license. Roger is also a registered investment advisor in Michigan. Roger's previous employers include AMERICAN EXPRESS FINANCIAL ADVISORS INC. and IDS LIFE INSURANCE COMPANY. In addition to being an investment advisor, Roger is also a Vice President of the Freeland Community Chamber of Commerce.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
12/03/2018 - Present
State Farm Investment Management Corp. (Freeland MI)
NA
07/10/1990 - 09/09/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/10/1990 - 09/09/1992
IDS LIFE INSURANCE COMPANY
IA
Issued 12/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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