Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Vanpelt is an investment advisor representative with Cetera Investment Advisers LLC. Roger is registered with FINRA, the Securities and Exchange Commission (SEC), and 26 states, including Pennsylvania and Texas. Roger has worked in the financial services industry since October 28, 1987. Roger has served as a financial advisor with various firms including IFG Network Securities, Inc., Royal Alliance Associates, Inc. and Cetera Advisors LLC.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PIPERSVILLE PA)
GA
11/29/1990 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
AZ
11/19/1989 - 10/24/1990
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/24/1987 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 07/17/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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