Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Eldwin McConnell is an investment advisor representative with Edward Jones, a firm with over 10,000 employees and approximately $10 billion to $50 billion in assets under management. Roger has been in the industry since 1986 and has been registered with the Securities and Exchange Commission (SEC) since 1991. Roger has experience working with individuals, businesses, and various other client types, and offers a range of services, including financial planning, pension consulting, and portfolio management. Roger is registered in multiple states, including Alabama, Alaska, Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Kentucky, Louisiana, Maryland, Mississippi, Missouri, Nevada, New Hampshire, New Jersey, North Carolina, Oklahoma, South Carolina, Tennessee, Texas, and Virginia. Roger is also registered with FINRA as a Registered Representative. Roger is a licensed agent of Edward Jones. To learn more about Roger's professional background, please visit the SEC's website.
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.
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.
See schedule d - miscellaneous
1
2
AL
08/21/2014 - Present
Edward Jones (MOBILE AL)
MO
11/25/1987 - 02/08/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
10/22/1986 - 03/16/1988
GEORGE M. WOOD & COMPANY, INC.
BC
Issued 11/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Roger McConnell is the right advisor for you? Invested Better is here to help.
