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Sonia Rogers

Missionsquare Retirement

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About Sonia Rogers

Sonia Rogers is an active Registered Investment Advisor (RIA) and Broker-Dealer (BD) in the financial services industry, having started her career in 1998. Sonia is currently employed by Missionsquare Retirement, a firm headquartered in Washington, DC. Sonia has been registered in Washington since 2012 and has a strong background in providing investment advice. Sonia is qualified to provide investment advice to both individuals and businesses. Missionsquare Retirement is a well-established firm with a strong track record of success, offering a wide range of financial services to its clients. Sonia's experience and expertise make her a valuable asset to the firm and its clients.

Firm Information

Sonia Rogers is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

Total Financial Advisors

Services Offered

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sonia Rogers’s Registration & Firm History

DC

07/18/2016 - Present

Missionsquare Retirement (WASHINGTON DC)

CO

10/15/1998 - 06/11/1999

BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 05/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sonia Rogers.
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