Unclaimed
Melissa Paige Rogers is a registered representative with LPL Enterprise, LLC and has been in the financial services industry since 1994. Melissa is licensed to conduct business in Texas and has a variety of certifications, including the Series 6, 7, 24, 26 and 66 exams. Melissa has a long history of experience in the financial services industry, most recently working as a financial advisor at Invesco Distributors, Inc. Melissa offers a variety of financial services, including portfolio management, financial planning, and consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
TX
11/14/2024 - Present
LPL Enterprise, LLC (HOUSTON TX)
TX
04/26/1994 - 09/09/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 07/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/24/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Melissa Rogers is the right advisor for you? Invested Better is here to help.