Roger Matthew Herrera

Current Employers

Employment History

• 10/2011 → 12/2017
  Aliso Viejo Country Club
  Aliso Viejo, CA
• 01/2015 → 03/2017
  Ameriprise Financial Services, Inc.
  Aliso Veijo, CA
• 12/2017 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 12/2017 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Previous Registrations

• 2015-04-16 → 2017-03-24
  Ameriprise Financial Services, Llc
  Aliso Veijo, CA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: | POSITION HELD: EMPLOYEE- | ADDRESS: 8501 WEST HIGGINS ROAD, SUITE 410, CHICAGO, IL 60631 | START DATE: 2017-11-27 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: 101-140 HOURS | APPROX TRADING HRS PER MTH: 101-140 HOURS | DESCRIPTION OF DUTIES: REGIONAL INTERNAL MARKETING REPRESENTATIVE; INTERNAL SUPPORT OF LIFE INSURANCE SALES AND SERVICES FOR THE PENN MUTUAL LIFE INSURANCE COMPANY. ASSIST PRODUCERS OF REGION WITH PLACING TRADITIONAL LIFE (FIXED AND VARIABLE); AND VARIABLE & FIXED ANNUITIES OFFERED THRU THE PENN MUTUAL INSURANCE COMPANY. 2)FOXTALES | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: 9791 IRVINE CENTER DR, IRVINE, CA 92618 | START DATE: 1/19/2019 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: IT ESSENTIALLY IS A CUSTOMIZED PHOTO BOOTH DESIGNED FOR PRIVATE PARTIES. I SIMPLY WORK THE MACHINE DURING THE EVENT AND HELP WITH SETUP AND BREAKDOWN.

Exams

• S66 Uniform Combined State Law Examination
  2015-04-15

Other Names

• Roger Matthew Herrera