Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carl? Claim Your ProfileCarl Edward Rogers is a financial professional with over 30 years of experience in the financial services industry. Carl is currently registered with Ameritas Advisory Services, LLC and is licensed as an independent insurance agent. Carl has a strong background in providing financial planning, succession planning, estate planning and executive compensation planning. Carl's professional experience includes previous roles at Equity Services, Inc., Capital Analysts, Incorporated and Ameritas Investment Corp.. Carl is a Chartered Financial Consultant and has a strong commitment to providing his clients with personalized and comprehensive financial advice.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
NC
11/01/2021 - Present
Ameritas Advisory Services, LLC (Charlotte NC)
NC
09/11/1989 - 09/03/2008
EQUITY SERVICES, INC. (CHARLOTTE NC)
NA
06/22/1983 - 02/29/1988
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 07/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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