Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodger? Claim Your ProfileRodger Guerra is a financial professional who has been in the industry since 1999. Rodger is currently registered with GWN Securities Inc. and is licensed in Florida, New Jersey, and Pennsylvania. Rodger is a Registered Representative and Investment Advisor Representative. Rodger has a strong background in the financial services industry, having worked with various companies including Investors Capital Corporation and Cetera Advisors LLC. Rodger is a specialist in investments, financial planning, and market timing. Rodger provides financial advice to individuals and businesses and has experience with high-net-worth individuals and corporations. Rodger is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
1
2
NJ
07/13/2018 - Present
GWN Securities Inc. (BURLINGTON NJ)
NJ
10/03/2016 - 07/21/2018
CETERA ADVISORS LLC (MARLTON NJ)
NJ
03/29/2005 - 10/03/2016
INVESTORS CAPITAL CORP. (MARLTON NJ)
CT
01/01/2004 - 03/11/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
05/30/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
12/18/2000 - 05/01/2003
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
IA
10/04/2000 - 12/14/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
02/15/1994 - 03/22/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/15/1994 - 03/22/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 07/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rodger Guerra is the right advisor for you? Invested Better is here to help.
