Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Sue Rogers has been a registered representative for over 20 years. Karen is currently registered with Ameriprise Financial Services, LLC, which is headquartered in Minneapolis, Minnesota. Karen also has previous experience with Edward Jones and Natcity Investments, Inc. Karen has a wide range of experience and licenses, including Series 63, Series 66, and Series 7. Karen has worked with individuals, businesses, trusts, and estates, and has a strong track record of helping 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
MI
01/06/2016 - Present
Ameriprise Financial Services, LLC (MT PLEASANT MI)
MI
09/09/2003 - 06/08/2006
NATCITY INVESTMENTS, INC. (MT. PLEASANT MI)
MO
01/30/2001 - 08/20/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 09/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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