Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael J Rogers is a financial advisor with LPL Financial LLC. Michael has been in the financial industry since 2004 and has a broad range of experience. Michael's primary office location is in Avon Lake, OH. Michael has been registered with LPL Financial LLC since 2016. Michael has also worked at Fifth Third Securities, Inc. Michael has a Series 7, Series 66 and SIE licenses and is registered in Alabama, Florida, Indiana, Ohio, Texas and Texas (Resident).
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
02/04/2019 - Present
LPL Financial LLC (AVON LAKE OH)
OH
03/17/2009 - 09/12/2016
FIFTH THIRD SECURITIES, INC. (LAKEWOOD OH)
OH
05/19/2008 - 03/04/2009
CHASE INVESTMENT SERVICES CORP. (ROCKY RIVER OH)
OH
01/22/2007 - 03/27/2008
INVEST FINANCIAL CORPORATION (CLEVELAND OH)
OH
01/03/2006 - 01/16/2007
KEY INVESTMENT SERVICES LLC (PARMA OH)
OH
12/06/2005 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/11/2004 - 12/08/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Rogers is the right advisor for you? Invested Better is here to help.
