Unclaimed Profile

Roger Steven Kalina

BENCHMARK FINANCIAL WEALTH ADVISORS LLC·BOCA RATON, Florida

SIE, Series 6, Series 7, Series 63, Series 65CFP ChFCClean record33 years registeredBENCHMARK FINANCIAL WEALTH ADVISORS LLC

2351 NW BOCA RATON BLVD., BOCA RATON, FL 33431CRD# 2295079Firm CRD# 287966

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roger Steven Kalina · BOCA RATON, FL

Registration

CRD #2295079 · BENCHMARK FINANCIAL WEALTH ADVISORS LLC · 33 years registered

Brand Profile

Not yet started

Career History

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Jul 2017 – present

AMERICAN PORTFOLIOS ADVISORS, INC

Feb 2015 – Jul 2017

HOLBROOK, NY

PROFESSIONAL PLANNING SERVICES

Jun 2012 – Jul 2017

BOCA RATON, FL

AXA ADVISORS, LLC

Nov 1992 – Jun 2012

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · November 17, 1992

Years registered · 33

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BENCHMARK FINANCIAL WEALTH ADVISORS LLC

CRD 287966 · SEC 801-110764

AUM

$549M

Regulatory assets under management

Employees

1,004 client accounts

Services offered by BENCHMARK FINANCIAL WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BENCHMARK FINANCIAL WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Roger Steven Kalina offer?

Roger Steven Kalina specializes in Financial Planning, Investment Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Roger Steven Kalina's credentials?

Roger Steven Kalina holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Roger Steven Kalina located?

Roger Steven Kalina is based in BOCA RATON, Florida, working with BENCHMARK FINANCIAL WEALTH ADVISORS LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Roger Steven Kalina charge for services?

Roger Steven Kalina's firm is compensated through percentage of aum, hourly charges, subscription fees, other: project based fees- research fee for alternatives. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BENCHMARK FINANCIAL WEALTH ADVISORS LLC?

BENCHMARK FINANCIAL WEALTH ADVISORS LLC has approximately 10 employees and manages $549M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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