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 Knouse is a financial advisor with over 30 years of experience in the financial services industry. Roger has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Roger's previous employment experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated and RAYMOND JAMES FINANCIAL SERVICES, INC. Roger is a Series 63, Series 65, Series 7 and Series 24 licensed financial advisor. Roger is a licensed investment advisor in Pennsylvania. He is also registered with the following states: Arizona, California, Florida, Hawaii, New York, North Carolina, South Carolina, and West Virginia. Roger has been a licensed tax preparer since 2009.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (MT. PLEASANT PA)
NA
04/19/1993 - 04/07/1999
RAYMOND JAMES FINANCIAL SERVICES, INC.
NY
06/24/1986 - 04/23/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/30/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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