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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Gerard Rogers is an active investment advisor representative with United Planners' Financial Services of America A Limited Partner. John Rogers has been in the financial industry since 1990 and has experience providing financial advice to individuals, corporations, charitable organizations and pension and profit-sharing plans. John Rogers has passed the Series 6, 63, 26 and 65 exams, and is registered with the state of Maryland as an investment advisor representative. Prior to joining United Planners' Financial Services, John Rogers worked for Nationwide Securities, LLC from 1990 to 2019. John Rogers is also the president of R&G Insurance Associates Inc, which provides non-variable insurance services.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/25/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MD
09/11/1990 - 08/07/2019
NATIONWIDE SECURITIES, LLC (ROCKVILLE MD)
IA
Issued 10/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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