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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Rogers is a financial advisor with Grove Point Advisors, LLC. Stephan has been in the financial services industry since 1999 and has experience working with clients in a variety of capacities. Stephan is registered as a Registered Representative with FINRA and a Registered Investment Advisor with the state of Florida. Stephan Rogers has specialized knowledge in fixed index, fixed annuity and life insurance. Stephan has helped clients achieve their financial goals, including retirement planning, college savings, and estate planning.
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.
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
FL
04/01/2021 - Present
Grove Point Advisors, LLC (Coral Springs FL)
FL
11/03/2005 - 12/31/2017
BOLTON GLOBAL CAPITAL (MIAMI FL)
NY
11/02/2005 - 11/22/2005
BRIARCLIFF CAPITAL CORP. (NEW YORK NY)
MO
07/15/2005 - 11/07/2005
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
01/28/2000 - 05/17/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
FL
11/30/1999 - 01/12/2000
FIRST MIAMI SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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