Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Rodgers is an investment advisor representative at Concurrent Investment Advisors, LLC, a registered investment advisor headquartered in Tampa, FL. Mark has over 25 years of experience in the financial services industry. He specializes in financial planning, portfolio management, and pension consulting. Mark is committed to providing clients with personalized financial advice and guidance to help them 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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
FL
04/17/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
IL
01/05/2018 - 04/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
06/20/2007 - 01/11/2018
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
MN
07/14/2006 - 06/15/2007
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
CT
04/03/2002 - 06/19/2006
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
03/20/1999 - 12/21/2001
CIGNA FINANCIAL SERVICES, INC. (HARTFORD CT)
MA
01/01/1998 - 02/16/1999
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
01/10/1997 - 01/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
10/10/1995 - 03/21/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/10/1995 - 03/21/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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