Unclaimed
Marston Rogers is a financial advisor with Ameritas Advisory Services, LLC, with over 28 years of experience in the industry. Marston is a Registered Representative with Series 6, 7, 63, and 65 securities licenses. Marston is also a licensed insurance agent. Marston holds licenses to sell fixed insurance products and has been a licensed insurance agent since 1985. Marston works with clients to develop and implement customized financial plans.
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.
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.
Solicitor fees
1
2
MS
11/01/2021 - Present
Ameritas Advisory Services, LLC (Gulfport MS)
MS
01/21/1999 - 08/29/2011
WOODBURY FINANCIAL SERVICES, INC. (GULFPORT MS)
CA
02/04/1993 - 12/31/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 01/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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