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 Skeen is a registered investment advisor representative with Truist Advisory Services, Inc. He is a seasoned financial professional with over 20 years of experience. Roger Skeen's previous roles include positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Roger Skeen is licensed to provide financial services in several states including Alabama, Arizona, Colorado, District of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Nevada, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. Roger Lee Skeen provides financial planning and portfolio management services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
09/27/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
10/23/2009 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RICHMOND VA)
VA
12/13/2001 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (RICHMOND VA)
IA
Issued 05/26/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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