Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Skyler? Claim Your ProfileSkyler Roorda is a financial advisor registered with Principal Securities, Inc. Skyler has been in the securities industry since September 22, 2014, and has a Series 6, Series 63, and Series 65 license. Skyler specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Skyler is also a registered investment advisor representative in the state of Iowa. Skyler's firm has a total of 1153 clients and approximately $12.1 billion in assets under management.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
02/09/2017 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/19/2014 - 05/11/2016
AMERITAS INVESTMENT CORP. (CLIVE IA)
IA
Issued 02/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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