Unclaimed
Bobbi Lynn Rogerson is a financial advisor registered with PNC Investments and has been in the industry since April 1999. Bobbi is registered in 24 states and holds the Series 7 and Series 63 licenses in addition to the SIE. Bobbi specializes in providing investment advice to individuals, corporations, and pension plans. Bobbi was previously registered with NatCity Investments, 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
11/13/2009 - Present
PNC Investments (AKRON OH)
OH
04/27/1999 - 11/13/2009
NATCITY INVESTMENTS, INC. (AKRON OH)
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Bobbi Rogerson is the right advisor for you? Invested Better is here to help.