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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaime? Claim Your ProfileJaime L. Rogers is an investment advisor representative associated with Commonwealth Financial Network. Jaime has been in the financial services industry since March 14, 2000. Jaime has a broad range of experience and specializes in providing financial services to individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jaime's focus is on helping clients reach their financial goals through financial planning, portfolio management, and investment advice. Jaime is registered with the state of Kansas as an investment advisor representative and is also registered with the state of Missouri as a broker-dealer.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KS
01/04/2023 - Present
Commonwealth Financial Network (OVERLAND PARK KS)
KS
02/18/2016 - 12/22/2022
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
MO
05/08/2009 - 12/28/2015
UBS FINANCIAL SERVICES INC. (KANSAS CITY MO)
MO
08/06/2001 - 05/08/2009
WACHOVIA SECURITIES, LLC (KANSAS CITY MO)
NY
01/12/2000 - 08/14/2001
FAHNESTOCK & CO. INC. (NEW YORK NY)
BOTH
Issued 02/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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