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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodger? Claim Your ProfileRodger Friedman is a financial advisor with Steward Partners Investment Advisory, LLC. Rodger has been in the industry since 1982, and holds the following licenses: Series 3, Series 7, Series 12, Series 63, and Series 65. Rodger also has a strong track record of success, and is committed to providing his clients with personalized financial advice. Rodger Friedman specializes in Retirement Planning, College Savings, Estate Planning, Insurance, and Tax Planning. Rodger is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Rodger is also the author of the book "Erasing America."
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
03/30/2016 - Present
Steward Partners Investment Advisory, LLC (Clearwater FL)
FL
05/09/2014 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
MD
06/01/2009 - 05/27/2014
MORGAN STANLEY (ROCKVILLE MD)
DC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/22/1982 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 4/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/23/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/7/1984
Series 3 - National Commodity Futures Examination
BC
Issued 7/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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