Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alexander Rogers is a financial advisor in COLUMBUS, OH and has been in the industry since 2016. Charles has a Series 7, Series 66, and SIE licenses. Charles is also a Certified Financial Planner. Charles currently works for THE Huntington Investment Co. and has previous experience at PRUCO SECURITIES, LLC. and EDWARD JONES.
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.
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2
OH
07/24/2018 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
11/23/2016 - 07/30/2018
PRUCO SECURITIES, LLC. (COLUMBUS OH)
OH
04/13/2016 - 11/21/2016
EDWARD JONES (MILFORD OH)
BOTH
Issued 05/03/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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