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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Philip Morrissette is an investment advisor representative with Fidelity Personal and Workplace Advisors. Roger has been in the industry since 2000 and has experience in a variety of financial services areas. Fidelity Personal and Workplace Advisors is a large firm with a wide range of investment products and services. Roger is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in a number of states.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/05/2001 - 06/25/2003
QUICK & REILLY, INC. (NEW YORK NY)
RI
06/20/2000 - 03/05/2001
SURETRADE INC. (LINCOLN RI)
BOTH
Issued 12/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/04/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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