Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Schilling is an investment advisor representative with Cambridge Investment Research Advisors, Inc. located in Syosset, New York. Roger has been in the securities industry since August 1985. Roger has experience working with high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Roger has worked for a number of financial institutions throughout their career, including LifeMark Securities Corp., MML Investors Services, LLC, and New England Securities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
07/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Syosset NY)
NY
01/30/2019 - 08/20/2019
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NY
06/14/2007 - 02/01/2017
MML INVESTORS SERVICES, LLC (MELVILLE NY)
NY
08/20/1985 - 06/06/2007
NEW ENGLAND SECURITIES (GARDEN CITY NY)
BC
Issued 09/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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