Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Gleisner is a financial advisor at Calton & Associates, Inc. Roger has been a financial advisor for over 16 years and has a wealth of experience in the industry. Roger's expertise lies in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. Prior to joining Calton & Associates, Inc. Roger worked at First Financial Equity Corporation and Wachovia Securities. Roger is registered in Arizona, Florida, Minnesota, New Mexico and Wisconsin and holds the Series 7, Series 66 and SIE licenses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AZ
10/29/2015 - Present
Calton & Associates, Inc. (MESA AZ)
AZ
07/04/2008 - 06/30/2009
FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)
AZ
01/01/2008 - 07/11/2008
WACHOVIA SECURITIES, LLC (TEMPE AZ)
AZ
07/15/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (TEMPE AZ)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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