Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsay? Claim Your ProfileLindsay Michelle Rogers is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in assets under management. Lindsay Michelle Rogers is registered with the state of Wisconsin and Texas. Lindsay Michelle Rogers has been in the industry since 2017.
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.
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.
See schedule d - miscellaneous
1
2
WI
06/21/2024 - Present
Edward Jones (MADISON WI)
WI
10/02/2023 - 06/17/2024
MORGAN STANLEY (Middleton WI)
WI
04/27/2023 - 09/21/2023
U.S. BANCORP INVESTMENTS, INC. (MADISON WI)
WI
08/19/2022 - 04/28/2023
LPL FINANCIAL LLC (MADISON WI)
WI
10/01/2012 - 12/05/2012
J.P. MORGAN SECURITIES LLC (MADISON WI)
WI
03/28/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MADISON WI)
BOTH
Issued 08/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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