Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Anthony Roberson is a financial advisor with over 29 years of experience in the industry. Roy is currently registered with Equity Services, Inc. and has been with the firm since 2012. Roy is also registered with the state of Virginia and North Carolina. Roy has worked with clients of all types, including individuals, families, businesses, and non-profit organizations. Roy is passionate about helping clients achieve their financial goals and believes in providing personalized advice that is tailored to each client's unique needs.
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.
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.
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VA
09/07/2012 - Present
Equity Services, Inc. (LYNCHBURG VA)
VA
06/05/1995 - 09/18/2012
PRINCOR FINANCIAL SERVICES CORPORATION (LYNCHBURG VA)
IN
12/23/1993 - 05/05/1995
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 03/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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