Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joel? Claim Your ProfileJoel Shawn Rogers is a financial advisor with Fidelity Personal And Workplace Advisors. Joel has been in the financial services industry for over 12 years and has experience in various areas including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Joel has a strong understanding of the investment industry, holding licenses and certifications such as Series 6, 7, 63, and 66. Joel has a current registration with the state of Oregon and is a resident of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
02/23/2021 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
02/01/2010 - 02/25/2020
CHARLES SCHWAB & CO., INC. (Portland OR)
TX
04/11/2008 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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