Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn C. Rogers is a financial advisor with Wealthcare Financial Group, Inc. in New York, New York. John has been in the industry for over 15 years. His experience includes working at firms such as UBS Financial Services Inc., Waddell & Reed, Inc., and Pruco Securities, LLC. John has a strong track record of providing financial advice to individuals and families. He is also a Chartered Financial Analyst (CFA). John has a passion for helping clients reach their financial goals and is committed to providing personalized service.
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.
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.
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NY
05/15/2023 - Present
Wealthcare Financial Group, Inc. (New York NY)
NY
07/07/2020 - 11/15/2022
EQUITY SERVICES, INC. (NEW YORK NY)
NJ
10/26/2011 - 10/26/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CA
01/21/2009 - 07/21/2010
VALIC FINANCIAL ADVISORS, INC. (FRESNO CA)
CA
11/02/2007 - 01/21/2009
WADDELL & REED, INC. (FRESNO CA)
CA
03/14/2007 - 09/24/2007
PRUCO SECURITIES, LLC. (FRESNO CA)
BC
Issued 09/27/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/14/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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