Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Paul Rodgers is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Joseph has been in the securities industry since August 2012 and holds licenses in both Kentucky and Ohio. He is also licensed to provide investment advice in 51 states. His previous employment was with Cambridge Investment Research, Inc. in Cincinnati, Ohio. Joseph has a background in financial planning and portfolio management. He is experienced in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Joseph also offers educational seminars on a variety of financial topics.
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
MA
10/28/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
10/18/2010 - 02/23/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (CINCINNATI OH)
BOTH
Issued 12/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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