Roger Steven Kalina
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
34 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Benchmark Financial Insurance LLCNov 2024 to now
- Benchmark Financial Wealth Advisors LLCJul 2017 to now
- Benchmark Financial Group IncJan 2005 to now
- Business Risk Advisors LLCJan 2021 to Feb 2024
- Benchmark Financial Benefits & Risk Services LLCMay 2017 to Jan 2021
- Benchmark Financial Insurance Advisors LLCFeb 2017 to Nov 2024
- American Portfolios Financial Services Inc.Jun 2012 to Jul 2017
- Professional Planning ServicesJun 2012 to Jul 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (FL, NJ, TX).
Benchmark Financial Wealth Advisors LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 2295079
- 287966