Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Flueckiger is a financial advisor with Raymond James Financial Services Advisors, Inc. in Geneva, Indiana. Roger has been in the industry since 1994 and has a wide range of experience. Roger holds Series 7, 24, 63, and 66 licenses and is registered with the state of Indiana. Roger has also worked with several other firms throughout their career, including Thurston Springer Financial, Securities Service Network, Inc., ProEquities, Inc. and LPL Financial Corporation.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
12/16/2020 - Present
Raymond James Financial Services Advisors, Inc. (Geneva IN)
IN
02/21/2014 - 11/16/2020
THURSTON SPRINGER FINANCIAL (GENEVA IN)
IN
07/19/2013 - 02/21/2014
SECURITIES SERVICE NETWORK, INC. (GENEVA IN)
IN
06/11/2010 - 08/16/2013
PROEQUITIES, INC. (GENEVA IN)
IN
05/31/1994 - 06/16/2010
LPL FINANCIAL CORPORATION (GENEVA IN)
BOTH
Issued 08/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roger Flueckiger is the right advisor for you? Invested Better is here to help.
