Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Rogers is a financial advisor with over 25 years of experience in the industry. Gerald is a Certified Financial Planner and has held various roles in the financial services sector. Gerald currently works for Firethorn Wealth Partners, LLC. Gerald's registration is active in a number of states and has been actively registered with the SEC. Previously, Gerald was a financial advisor for LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., MORGAN STANLEY DW INC., and THE ROBINSON-HUMPHREY COMPANY, LLC. Gerald holds a Series 7, Series 63, Series 65, and Series 31 licenses. Gerald has a diverse background and has experience working with various client types, including high-net-worth individuals, corporations, and other businesses. Gerald provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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GA
07/24/2019 - Present
Firethorn Wealth Partners, LLC (AUGUSTA GA)
GA
07/06/2010 - 08/15/2018
LPL FINANCIAL LLC (AUGUSTA GA)
NC
07/08/2010 - 08/25/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
GA
11/07/2005 - 07/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (AUGUSTA GA)
NY
08/04/2000 - 11/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
09/07/1995 - 08/10/2000
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 09/25/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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