Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Laurence Golinski is a financial advisor with over 9 years of experience in the financial services industry. Roger Laurence Golinski is currently registered with Fidelity Personal And Workplace Advisors in Wayne, New Jersey. Roger Laurence Golinski is also registered as an Investment Advisor Representative in Texas. Before joining Fidelity Personal And Workplace Advisors, Roger Laurence Golinski was employed with USAA FINANCIAL ADVISORS, INC. in Phoenix, Arizona. Roger Laurence Golinski holds the Series 7, Series 63 and Series 65 licenses and the SIE exam certification.
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.
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.
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NJ
02/16/2023 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
AZ
03/17/2014 - 05/02/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 03/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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