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 Strunk is a financial advisor at Osaic FA, Inc. Roger has been in the financial industry for over 13 years and is registered to offer securities advice in Ohio. He is also a Registered Investment Advisor (RIA) in Ohio. Prior to joining Osaic FA, Inc., Roger worked at METLIFE SECURITIES INC. and PRIVATE CLIENT SERVICES, LLC. Roger is an active member of the financial industry and has earned several professional designations. He specializes in financial planning, portfolio management for individuals and businesses, and retirement planning.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
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2
OH
01/22/2014 - Present
Osaic FA, Inc. (CINCINNATI OH)
OH
09/19/2011 - 12/23/2013
METLIFE SECURITIES INC. (CINCINNATI OH)
OH
03/29/2010 - 09/20/2011
PRIVATE CLIENT SERVICES, LLC (CINCINNATI OH)
IA
Issued 06/21/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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