Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Howard? Claim Your ProfileHoward Leon Rodgers is a registered investment advisor representative with Charles Schwab & CO., Inc. based in Metairie, LA. Howard has been in the securities industry since January 3, 2007. Howard has experience with a variety of firms including Cetera Investment Services LLC, LPL Financial LLC, and Raymond James & Associates, Inc. Howard offers various financial planning services to 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
LA
03/08/2022 - Present
Charles Schwab & CO., Inc. (Metairie LA)
LA
08/21/2017 - 02/04/2022
CETERA INVESTMENT SERVICES LLC (NEW ORLEANS LA)
CA
06/22/2017 - 09/01/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
LA
02/13/2013 - 05/24/2017
RAYMOND JAMES & ASSOCIATES, INC. (NEW ORLEANS LA)
LA
01/04/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
MO
08/24/2007 - 06/16/2009
EDWARD JONES (ST LOUIS MO)
LA
03/21/2006 - 07/26/2007
CAPITAL ONE SOUTHCOAST, INC (NEW ORLEANS LA)
BOTH
Issued 04/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2008
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 03/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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