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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 Stanley Rogers is an investment professional with over 25 years of experience in the financial services industry. John is a registered representative with Ameriprise Financial Services, LLC. John has a wide range of experience serving clients in a variety of areas including financial planning, portfolio management, and asset allocation. John's previous experience includes roles at Morgan Stanley, Citigroup Global Markets Inc. and Morgan Stanley DW Inc. John holds several licenses including Series 7, Series 31, Series 63, and Series 65. John has a commitment to providing personalized financial advice and services to help clients achieve their financial goals.
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.
Asset allocation services
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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2
MA
07/15/2013 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
06/01/2009 - 06/28/2013
MORGAN STANLEY (BOSTON MA)
MA
11/11/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HINGHAM MA)
NY
01/17/1997 - 11/15/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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