Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rollin? Claim Your ProfileRollin Schuster is a financial advisor with over 30 years of experience in the industry. Rollin is currently an Investment Advisor Representative at Kestra Advisory Services, LLC, and is registered to provide investment advice in Connecticut. Rollin is also a Registered Representative with Kestra Investment Services, LLC and holds the following licenses: Series 6, 22, 52, 62, 63, 65, and 26. Rollin specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses.
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.
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
CT
04/18/2016 - Present
Kestra Advisory Services, LLC (West Hartford CT)
CT
03/01/1996 - 06/09/2006
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
NA
07/23/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
CT
07/21/1994 - 12/31/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
12/09/1985 - 07/31/1987
TRAVELERS EQUITIES SALES, INC.
NA
01/26/1984 - 11/19/1985
MML INVESTORS SERVICES, INC.
NA
01/06/1984 - 11/18/1985
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 05/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1991
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/07/1990
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/27/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rollin Schuster is the right advisor for you? Invested Better is here to help.
