Unclaimed
Roger Baloucoune is an investment advisor representative for Advisory Services Network. Roger is registered with the state of Georgia. Roger has been an investment advisor representative for over 12 years and has worked with various clients including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. Roger is also registered with the state of Texas. Roger has passed the Series 63 and Series 7 exams.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
01/07/2025 - Present
Advisory Services Network (ATLANTA GA)
GA
09/23/1999 - 11/24/2008
MERCER ALLIED COMPANY, L.P. (ATLANTA GA)
BC
Issued 10/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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