Unclaimed
Roger Betcher is a financial advisor with Osaic Wealth, Inc. with 26 years of experience in the financial industry. He holds Series 6 and Series 63 licenses, and is registered to advise in 21 states and the District of Columbia. He is a registered investment advisor in Michigan. Roger's primary business is Osaic Wealth, Inc. and Betcher Financial Group, a life insurance agency. Roger's focus is on providing financial planning, investment management, and insurance solutions for individuals, families, and businesses.
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.
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.
1
2
MI
09/26/2024 - Present
Osaic Wealth, Inc. (STERLING HEIGHTS MI)
MI
08/14/2018 - 06/14/2024
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
10/01/2012 - 08/15/2018
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
10/19/1999 - 10/03/2012
NEW ENGLAND SECURITIES (SOUTHFIELD MI)
NJ
10/16/1997 - 09/27/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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