Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Allan Rodgers is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC in CRYSTAL LAKE, IL. Jeffrey has been in the financial services industry since January 5, 2007 and has licenses to operate in 13 states. Jeffrey is a Series 63 and 65 licensed representative as well as a Series 6 and SIE licensed representative. In addition to his work with LPL Financial LLC, Jeffrey also operates Rodgers Financial Group Inc. and has an insurance license with TIME FINANCIAL. Jeffrey offers investment advisory services to a variety of clients including individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and other investment advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
08/02/2019 - Present
LPL Financial LLC (CRYSTAL LAKE IL)
IL
01/05/2007 - 08/05/2019
JAMES T. BORELLO & CO. (EAST DUNDEE IL)
IA
Issued 01/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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