Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Lane Webster is an investment advisor representative with MML Investors Services, LLC. Webster is registered with both the state of Vermont and Texas. Webster has been in the industry since 1990 and holds Series 7, 24, 31 and 63 licenses as well as a Series 65 license. Webster has previous experience with MSI Financial Services, Inc., New England Securities, NFP Securities, Inc., Nathan & Lewis Securities, Inc., and Dean Witter Reynolds Inc. In addition to working as an investment advisor representative, Webster is an insurance agent for Rodger L Webster Inv Rel. Webster is also an active member of the financial industry and has been involved in several organizations, including the Mass Mutual Life Insurance Company.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VT
03/25/2017 - Present
MML Investors Services, LLC (COLCHESTER VT)
VT
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (COLCHESTER VT)
VT
10/23/2003 - 01/02/2015
NEW ENGLAND SECURITIES (COLCHESTER VT)
TX
04/02/2003 - 08/28/2003
NFP SECURITIES, INC. (AUSTIN TX)
NY
10/25/2000 - 04/08/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
08/03/1990 - 11/08/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 07/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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