Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy Chuck Waugh is a financial advisor with over 30 years of experience in the industry. Roy Waugh is registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in Oklahoma and Texas. Roy Chuck Waugh is a Chartered Financial Consultant and has a strong track record of helping clients achieve their financial goals. Roy Waugh offers a wide range of financial services, including financial planning, investment management, and retirement planning. Roy Chuck Waugh is committed to providing his clients with personalized service and sound financial advice.
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.
Asset allocation services
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.
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2
OK
10/09/2006 - Present
Ameriprise Financial Services, LLC (LAWTON OK)
MN
05/06/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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