Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Rogers is a financial advisor with Ameriprise Financial Services, LLC. Mark has been in the financial industry since 2000. Mark's current office is located at 10375 Richmond Ave, Suite 1503, Houston, Texas 77042. Mark is licensed in Arkansas, California, Colorado, Indiana, and Texas. Mark holds the Series 7, Series 31, and Series 66 licenses. Mark has experience working with individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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
TX
06/22/2018 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
02/08/2016 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (Houston TX)
TX
01/01/2008 - 02/16/2016
WELLS FARGO ADVISORS, LLC (HOUSTON TX)
TX
02/29/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GALVESTON TX)
BOTH
Issued 09/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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