Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Stanford Rogers is a financial advisor who has been in the industry since November 2005. Andrew has a strong track record of success in the financial services industry, with experience in both investment advisory and brokerage services. Andrew is currently registered with LPL Financial LLC. Prior to joining LPL, Andrew was a Registered Representative with Royal Alliance Associates, Inc. and Next Financial Group, Inc. Andrew holds the Series 6, 7, 63 and 65 securities licenses and is a registered Investment Advisor in the state of Ohio. Andrew has a background in education and is an adjunct professor at Lourdes University. Andrew is dedicated to providing personalized financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
10/31/2022 - Present
LPL Financial LLC (TOLEDO OH)
OH
11/30/2012 - 10/31/2022
ROYAL ALLIANCE ASSOCIATES, INC. (TOLEDO OH)
OH
08/21/2009 - 12/04/2012
NEXT FINANCIAL GROUP, INC. (TOLEDO OH)
OH
11/17/2005 - 08/24/2009
MUTUAL SERVICE CORPORATION (TOLEDO OH)
IA
Issued 10/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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