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 Werling is a financial advisor in ANN ARBOR, MI. Roger has been in the industry since 1983, and is currently registered with SPC. Roger is also registered with Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Roger has a variety of industry certifications including Chartered Financial Consultant. Roger is licensed to sell all lines of insurance including fixed index annuities.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
11/04/2011 - Present
SPC (ANN ARBOR MI)
IN
07/25/1983 - 11/09/2011
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/25/1983 - 06/01/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
07/25/1983 - 01/03/1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BC
Issued 01/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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