Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Anderson has been in the financial services industry since May 1, 2000. Roger is currently registered with Raymond James Financial Services Advisors, Inc., in Minnesota, North Dakota and Texas. Previously, Roger was registered with INVEST FINANCIAL CORPORATION, in Minnesota. Roger has a Series 6, Series 7 and SIE. Roger has 13 approved state registrations and 3 approved IA state registrations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MN
06/09/2022 - Present
Raymond James Financial Services Advisors, Inc. (WOODBURY MN)
MN
05/02/2000 - 08/07/2009
INVEST FINANCIAL CORPORATION (SO ST PAUL MN)
BC
Issued 05/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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