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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 Rogers is a financial advisor at Morgan Stanley. Jeffrey has been in the financial services industry for 3 years. Jeffrey is registered with 16 states and FINRA. Jeffrey has passed the Series 7, Series 66 and SIE exams. Jeffrey has a background in technology, working for several companies in the Detroit area before joining Morgan Stanley. Jeffrey specializes in providing financial planning, asset allocation advice, and investment management to a wide range of clients, including individuals, families, businesses, and institutions.
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.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MI
01/26/2022 - Present
Morgan Stanley (Farmington Hills MI)
BOTH
Issued 10/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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