Unclaimed
Anthony Rogers is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Anthony is also registered as an Investment Advisor Representative. Anthony is licensed to provide financial advice in Michigan and 22 other states. Anthony has a Series 7, Series 66, and a SIE license. Anthony has worked in the financial industry since September 2022. Anthony works with clients to provide financial planning, portfolio management, and other investment-related services. Anthony's experience includes working for Edward Jones, Barry-Wehmiller Design Group, ThermalTech Engineering, Highland Financial Group, LLC, and Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
03/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Vicksburg MI)
MI
09/26/2022 - 03/05/2024
EDWARD JONES (VICKSBURG MI)
BOTH
Issued 10/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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