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 Slayton has been in the financial services industry since March 8, 1983. Roger is currently registered with IP Financial Advisory Services LLC in North Carolina and Virginia and is a Registered Representative in Pennsylvania and Virginia. Prior to joining IP Financial Advisory Services LLC, Roger was affiliated with Securities America, Inc. and Investors Security Company, Inc. He is a Chartered Financial Consultant. Roger has experience providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
07/06/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
VA
12/07/2012 - 07/07/2023
SECURITIES AMERICA, INC. (DANVILLE VA)
VA
01/10/2002 - 12/07/2012
INVESTORS SECURITY COMPANY, INC. (DANVILLE VA)
CA
12/22/1997 - 01/02/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
10/08/1982 - 07/29/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 10/07/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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