Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Robert Gekiere is an investment advisor representative who has been in the industry since 1988. He is currently registered with Osaic Wealth, Inc., a firm headquartered in Scottsdale, Arizona. Roger Robert Gekiere's primary focus is on providing financial planning and portfolio management services to individuals, businesses, and pension plans. He is also registered as an investment advisor representative in Florida and Texas. Roger Robert Gekiere has a diverse background, having previously worked for Securities America, Inc. and VeraVest Investments, Inc. He holds multiple industry licenses and certifications, including the Series 6, 7, 63, and 65 exams.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (DALLAS TX)
TX
07/15/2003 - 06/14/2024
SECURITIES AMERICA, INC. (DALLAS TX)
MA
09/16/1988 - 07/30/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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