Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger William Goetz is an Investment Advisor Representative and Registered Representative in Fairfield, Connecticut. Roger has been in the industry since September 6, 1984. Roger is currently registered with Fairport Asset Management Corp. and has been associated with them since June 14, 1988. Roger was previously associated with Fairport Capital, Inc. from September 7, 1984 to April 12, 1995. Roger has a wide range of experience in the financial industry and is committed to providing clients with personalized advice and service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Sales charges, selection and monitoring fee
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2
CT
06/14/1988 - Present
Fairport Asset Management Corp. (FAIRFIELD CT)
AZ
09/07/1984 - 04/12/1995
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
IA
Issued 08/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/02/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1990
Series 7 - General Securities Representative Examination
BC
Issued 05/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/08/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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