Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Heidi? Claim Your ProfileHeidi Rogan is a financial advisor who specializes in providing financial advice to individuals, families, and businesses. Heidi has over 15 years of experience in the financial services industry and has worked at several firms, including Stifel, Nicolaus & Company, Incorporated and The Colony Group, LLC. Heidi is registered as an Investment Advisor Representative in Missouri and has a Series 7, Series 66, and SIE license. Heidi is also a Notary Public and provides a wide range of financial services, including financial planning, portfolio management, insurance solutions, and credit and cash management. Heidi is committed to helping her clients achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
07/23/2020 - 04/11/2023
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BOTH
Issued 02/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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