Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Lewis is an investment advisor representative with Voya Financial Advisors, Inc. Roger has been in the industry since 2013. Roger is registered to provide investment advice in Illinois, Indiana and Wisconsin. Roger is a Series 6, Series 63 and SIE licensed investment advisor representative. Roger has experience working with high-net-worth individuals, corporations and other businesses. Roger is also a financial planner and specializes in providing investment advice, financial planning, portfolio management for individuals and businesses and educational seminars.
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.
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
IL
12/23/2016 - Present
Voya Financial Advisors, Inc. (Bolingbrook IL)
IL
06/23/2015 - 01/03/2017
PRINCIPAL SECURITIES, INC. (Downers Grove IL)
GA
01/14/2002 - 12/31/2003
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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