Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Lee Calhoun is a financial advisor with Ameriprise Financial Services, LLC based in Winston-Salem, NC. Roger has been in the financial services industry since December 18, 1984. Roger is registered with the state of North Carolina as a Registered Representative (RR) and Investment Advisor Representative (IAR). Roger has passed the Series 63, Series 65, Series 7, SIE, and Series 6TO exams. Roger is also registered in Florida, New York, Ohio, and Tennessee. Roger provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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 services
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
NC
12/31/2001 - Present
Ameriprise Financial Services, LLC (WINSTON-SALEM NC)
MN
03/08/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/19/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 06/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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