Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rogers is a financial advisor with over two years of experience in the financial services industry. Michelle Rogers is currently registered with Fidelity Personal And Workplace Advisors. Michelle Rogers previously worked with CHARLES SCHWAB & CO., INC. in Westlake, TX. Michelle Rogers holds Series 63, 66, and 7 securities licenses and the SIE exam. Michelle Rogers is registered to provide investment advice in 54 states and jurisdictions. Michelle Rogers provides financial planning, educational seminars and selection of other advisors services. Michelle Rogers specializes in Portfolio management for individuals and businesses.
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.
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.
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2
TX
05/31/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
09/17/2018 - 12/23/2020
CHARLES SCHWAB & CO., INC. (Westlake TX)
BOTH
Issued 04/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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