Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Mathis is a Montana-based advisor with over 6 years of experience in the financial services industry. Roger is currently registered with Farmers Financial Solutions, LLC, and has passed the Series 6, Series 63 and SIE exams. Roger has experience in the securities industry, primarily working with individuals.
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.
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.
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MT
04/05/2016 - Present
Farmers Financial Solutions, LLC (Helena MT)
BC
Issued 04/21/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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