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Roger K

Series 65

Aliso Viejo, CA

Global Investment Solutions, LLC

Roger Kliminski is a financial advisor at Global Investment Solutions, LLC with 28 years of industry experience. He holds a Series 65 designation and has been with Global Investment Solutions since 1997. Global Investment Solutions provides discretionary portfolio management, variable annuity and variable life account management, and consulting services to individual and high-net-worth clients. The firm employs quantitative and technical investment strategies and licenses proprietary trading signals to other registered investment advisers.

Annuities Income planning Retirement income strategy General retirement planning Tax-loss harvesting
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Richard C

Series 65

Aliso Viejo, CA

Global Investment Solutions, LLC

Richard Cervisi is a Series 65-licensed advisor at Global Investment Solutions, LLC with seven years of industry experience. He has worked at Global Investment Solutions since 2019, following a brief retirement period from 2016 to 2019. Global Investment Solutions primarily serves individual and high-net-worth clients, offering discretionary asset management, ongoing consulting, and direct management of variable annuity and variable life subaccounts. The firm utilizes proprietary, rules-based investment programs supported by fundamental, technical, and cyclical analyses, managing portfolios on a discretionary basis with asset allocations driven by trend, momentum, and sentiment indicators.

Annuities Income planning Retirement income strategy General retirement planning Tax-loss harvesting
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