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Cheryl Burdick Rogers

Focuspoint Private Capital Group

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About Cheryl Burdick Rogers

Cheryl Rogers is a financial advisor with Focuspoint Private Capital Group. Cheryl has over 15 years of experience in the financial services industry. Cheryl is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 79TO licenses. Cheryl is also registered as a securities agent in 16 states. Focuspoint Private Capital Group is a financial services firm that provides a range of services to individual and institutional investors. The firm's services include investment management, financial planning, and retirement planning.

Firm Information

Cheryl Rogers is currently registered with Focuspoint Private Capital Group. Focuspoint Private Capital Group is a Limited Liability Company formed on April 16, 2002. It is registered in all 50 U.S. states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Cheryl Rogers’s Registration & Firm History

NY

04/20/2010 - Present

Focuspoint Private Capital Group (NEW YORK NY)

NY

03/01/2007 - 04/09/2010

GUGGENHEIM SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Cheryl Burdick Rogers. Review regulatory record here.
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