Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Michael Baranovic is an investment advisor representative with Edelman Financial Engines. Roger is a registered Investment Advisor in Ohio. Roger has a combined 23 years of experience in the financial industry. Roger also holds Series 63, 66, 7 and 8 securities licenses. Roger has previously worked for J.P. Morgan Securities LLC and Charles Schwab & Co., Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
1
2
OH
08/10/2017 - Present
Edelman Financial Engines (BEACHWOOD OH)
OH
02/03/2017 - 08/08/2017
J.P. MORGAN SECURITIES LLC (CLEVELAND OH)
OH
03/22/1994 - 06/06/2016
CHARLES SCHWAB & CO., INC. (WESTLAKE OH)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Roger Baranovic is the right advisor for you? Invested Better is here to help.
