Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Leland Sheppard is a financial advisor who has been working in the industry since 1989. Roger currently works for PFS Investments Inc. and has been with them since 1992. Previously, Roger was employed by FIRST AMERICAN NATIONAL SECURITIES, INC. Roger specializes in providing financial advice and investment management for individuals. Roger is registered in Oklahoma and is licensed with FINRA.
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.
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.
A percentage of the total value of assets under management is charged.
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OK
11/19/1992 - Present
PFS Investments Inc. (TULSA OK)
GA
07/15/1987 - 12/31/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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