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Roger Steven Kalina

Benchmark Financial Wealth Advisors LLC

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About Roger Steven Kalina

Roger Steven Kalina is a financial advisor with over 30 years of experience in the industry. Roger has a strong background in financial planning, investment management, and insurance. Roger is a Certified Financial Planner™ and Chartered Financial Consultant. Roger is currently registered with Benchmark Financial Wealth Advisors LLC. Roger holds licenses in Florida and Texas.

Firm Information

Roger Kalina is currently registered with Benchmark Financial Wealth Advisors LLC. Benchmark Financial Wealth Advisors LLC is a registered investment advisor headquartered in Boca Raton, Florida. The firm has over $549 million in assets under management and serves a diverse clientele, including high-net-worth individuals, corporations, individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management for individuals, and selection of other advisors.
Benchmark Financial Wealth Advisors LLC

2351 NW BOCA RATON BLVD.

BOCA RATON, FL 33431

$549.02M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project based fees- research fee for alternatives

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Roger Kalina’s Registration & Firm History

FL

08/04/2017 - Present

Benchmark Financial Wealth Advisors LLC (BOCA RATON FL)

FL

06/06/2012 - 07/14/2017

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (BOCA RATON FL)

FL

11/11/1992 - 06/27/2012

AXA ADVISORS, LLC (BOCA RATON FL)

NY

11/11/1992 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/28/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/17/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1999

Series 7 - General Securities Representative Examination

BC

Issued 11/05/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roger Steven Kalina.
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