Unclaimed
Grant Scott Rogers is a financial advisor with Edward Jones. Grant has been in the financial services industry for over 7 years. Grant is registered to provide investment advice in 20 states and holds Series 6, 7, 63 and 66 licenses. Grant is also a board member for Crittenden Community Hospital.
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.
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.
See schedule d - miscellaneous
1
2
KY
03/11/2022 - Present
Edward Jones (MARION KY)
KY
06/17/2015 - 01/03/2022
WOODMEN FINANCIAL SERVICES, INC. (MARION KY)
BOTH
Issued 02/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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