Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rodgers is a financial professional with over 20 years of experience in the industry. Robert is currently registered with Innovation Partners LLC, based in Charlotte, North Carolina. Robert has also held positions with HERALD INVESTMENT MARKETING, LLC, FNEX CAPITAL, LLC, MIDAMERICA FINANCIAL SERVICES, INC., NATIONAL PLANNING CORPORATION and AMERICAN GENERAL SECURITIES INCORPORATED. Robert specializes in providing financial planning, portfolio management for individuals and businesses and consulting services to qualified retirement plans. Robert is also able to select other advisors to help meet the needs of clients.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
NC
12/16/2020 - Present
Innovation Partners LLC (CHARLOTTE NC)
PA
10/05/2020 - 12/18/2020
HERALD INVESTMENT MARKETING, LLC (CHADDS FORD PA)
IN
02/29/2016 - 12/15/2020
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
MO
04/01/2014 - 12/04/2015
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
MO
09/20/2010 - 07/22/2013
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
MO
10/22/2007 - 11/04/2009
NATIONAL PLANNING CORPORATION (SPRINGFIELD MO)
MO
11/17/2004 - 10/23/2007
AMERICAN GENERAL SECURITIES INCORPORATED (SPRINGFIELD MO)
MO
07/25/2000 - 11/09/2004
EDWARD JONES (ST. LOUIS MO)
BC
Issued 07/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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