Unclaimed
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 over 40 years of experience in the industry. Rodger is currently registered with Steward Partners Investment Advisory, LLC, a firm based in Clearwater, FL. Rodger has held previous positions at Raymond James Financial Services, Inc., Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Rodger is licensed to provide financial advice in 30 states. He specializes in financial planning, pension consulting, and portfolio management for individuals. Rodger is also an author and a speaker on financial advisor marketing.
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 04/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1984
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1984
Series 3 - National Commodity Futures Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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