Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert James Rogers is a financial advisor with over 30 years of experience in the industry. Robert currently works at Fidelity Personal and Workplace Advisors and is registered with the Financial Industry Regulatory Authority (FINRA). Robert has been a registered representative with Fidelity Personal and Workplace Advisors since 2018, and has previous experience with Quick & Reilly, Inc., A. G. Edwards & Sons, Inc., Fairport Capital, Inc., and Putnam Mutual Funds Corp. Robert provides financial planning, educational seminars, and selection of other advisors. He is also a portfolio manager for businesses and individuals.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
03/04/2004 - 09/22/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
01/17/2001 - 03/11/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
AZ
01/21/1998 - 11/05/2001
FAIRPORT CAPITAL, INC. (SCOTTSDALE AZ)
MA
07/14/1993 - 11/11/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 07/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Rogers is the right advisor for you? Invested Better is here to help.
