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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Rogatz is a financial professional with over 30 years of experience in the industry. Jeffrey Rogatz is currently registered with Robert W. Baird & Co. Inc. Jeffrey Rogatz is also a registered representative with the state of Virginia. Jeffrey Rogatz has worked for a variety of firms throughout their career including Legg Mason Wood Walker, Incorporated. Jeffrey Rogatz specializes in providing investment advice to individuals and families.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
VA
03/06/2012 - Present
Robert W. Baird & Co. Inc. (Tysons VA)
MD
07/18/1989 - 02/08/1999
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 09/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2012
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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