Unclaimed
Sean Patrick Rogers is a financial professional with experience in the investment banking industry. Sean is currently registered with Evergreen Advisors Capital, LLC in Maryland and Virginia. Previously, Sean worked with Truist Securities, Inc. in New York. Sean holds the Series 63, Series 79TO and SIE exams.
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.
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.
1
2
MD
10/15/2023 - Present
Evergreen Advisors Capital, LLC (COLUMBIA MD)
NY
08/23/2021 - 01/27/2023
TRUIST SECURITIES, INC. (New York NY)
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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