Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Green is a financial advisor with over 35 years of experience in the industry. He is a Registered Representative and Investment Advisor Representative with Cetera Investment Advisers LLC. Roger has worked with various firms throughout his career, including IFG Network Securities, Inc., MONY Securities Corporation, and First Investors Corporation. He is a Certified Financial Planner and a Chartered Financial Consultant. Roger is licensed to provide investment advice in 36 states and has a broad range of experience serving individuals, families, businesses, and institutions. He offers financial planning, portfolio management, pension consulting, and educational seminars.
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.
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2
GA
03/21/2024 - Present
Cetera Investment Advisers LLC (DULUTH GA)
GA
03/16/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
11/27/1990 - 03/17/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
02/11/1988 - 11/28/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 2/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 4/13/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/6/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 7/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 2/10/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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