Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Owen Anderson is a financial advisor in Downers Grove, Illinois with over 35 years of experience in the industry. Roger is a Certified Financial Planner and is registered with Ausdal Financial Partners, Inc., a firm with over 199 registered representatives. Roger has held a Series 7, Series 24, and Series 63 securities licenses, and has been registered in 14 states. Roger's previous firms include Waterstone Financial Group, Inc. and Raymond James Financial Services, Inc. Roger's firm offers a variety of investment advisory services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
08/25/2009 - Present
Ausdal Financial Partners, Inc. (DOWNERS GROVE IL)
IL
10/21/2004 - 08/24/2009
WATERSTONE FINANCIAL GROUP, INC. (AURORA IL)
FL
04/30/2002 - 10/21/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IL
11/22/1988 - 04/30/2002
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
BC
Issued 09/17/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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