Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Greff has been in the financial services industry since July 1995 and is currently registered with Hornor, Townsend & Kent, LLC. Roger is a financial advisor with experience providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Roger is also a licensed insurance agent and has held positions as Sales Manager for Primary Financial and 1847 Financial.
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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
05/18/2022 - Present
Hornor, Townsend & Kent, LLC (EDISON NJ)
NJ
07/25/2012 - 01/24/2022
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
11/25/2010 - 01/04/2012
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
NJ
07/10/2007 - 01/22/2009
EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)
NJ
11/03/1992 - 06/12/2007
SECURIAN FINANCIAL SERVICES, INC. (TOTOWA NJ)
IA
Issued 12/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/20/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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