Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Kirsten Rogers is a financial advisor with Ameriprise Financial Services, LLC. Samantha has been in the industry since November 29, 2017. Samantha is registered in Massachusetts and Texas. Samantha also holds Series 63, 66, 7, and 24 licenses. Samantha has experience working with a variety of clients, including individuals, businesses, high-net-worth individuals, and trusts/estates. Samantha provides a variety of services, including financial planning, asset allocation, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
TX
07/18/2022 - Present
Ameriprise Financial Services, LLC (Hockley TX)
TX
01/18/2019 - 07/18/2022
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
MO
11/16/2017 - 01/03/2019
TD AMERITRADE, INC. (ST. LOUIS MO)
BOTH
Issued 12/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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