Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Whitney is a financial advisor with over 20 years of experience in the industry. He currently works with Strategic Financial Concepts, LLC and is registered to provide investment advisory services in Texas. Roger has held various roles in the industry, including serving as a Registered Principal and has earned the CFP® certification. He has a strong background in investment management and provides a range of financial planning and asset allocation services to individuals, corporations, and other clients.
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.
General consulting and business planning services
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.
Retainer fees
1
2
TX
02/05/2019 - Present
Strategic Financial Concepts, LLC (Mansfield TX)
TX
08/08/2003 - 12/27/2016
LPL FINANCIAL LLC (FT WORTH TX)
NJ
10/30/1998 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MI
07/31/1991 - 11/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 11/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 03/02/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/04/1992
Series 4 - Registered Options Principal Examination
BC
Issued 12/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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