Roger Kliminski (CRD# 722960) is an Investment Advisor Representative working at Global Investment Solutions, LLC in Aliso Viejo, CA and has over 31 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Global Investment Solutions, LLC | Aliso Viejo, CA | Jul 1997 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 1993 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- MD
- TX
- WA
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Total Assets Under Management24MILLIONS
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Total Number of Accounts123ACCOUNTS
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Average Account Value$191,979
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Other
CA, MD, TX, WA
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