Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Rogers is a financial advisor with Charles Schwab & Co., Inc. He is licensed to provide investment advice in Arizona. Kevin has over 9 years of experience in the financial services industry and has a strong understanding of the investment markets. He is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Prior to joining Charles Schwab & Co., Inc., Kevin worked at Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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AZ
01/01/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
CO
03/17/2014 - 12/11/2014
EDWARD JONES (LAKEWOOD CO)
BOTH
Issued 04/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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