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Terry Rogers

Ameriprise Financial Services, LLC

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About Terry Rogers

Terry Rogers is a financial advisor with over 20 years of experience in the industry. Terry is currently registered with Ameriprise Financial Services, LLC. Prior to joining Ameriprise, Terry worked with various financial institutions including Securian Financial Services, Inc., International Financial Solutions, Inc., and BrokersXpress LLC. Terry has a strong track record of success in providing financial guidance and investment management services to a wide range of clients, including individuals, families, businesses, and institutions. Terry holds a Series 6, 7, 63, and 65 license, in addition to the SIE, allowing Terry to provide a comprehensive range of financial services.

Firm Information

Terry Rogers is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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asset allocation services

Asset allocation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Terry Rogers’s Registration & Firm History

TN

03/30/2023 - Present

Ameriprise Financial Services, LLC (Memphis TN)

TN

03/09/2021 - 04/08/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Memphis TN)

TN

01/04/2021 - 02/04/2021

AMERIPRISE FINANCIAL SERVICES, LLC (CORDOVA TN)

TN

09/10/2019 - 10/06/2020

AMERIPRISE FINANCIAL SERVICES, LLC (CORDOVA TN)

TN

07/21/2010 - 09/11/2019

SECURIAN FINANCIAL SERVICES, INC. (GERMANTOWN TN)

GA

11/02/2009 - 01/04/2010

INTERNATIONAL FINANCIAL SOLUTIONS, INC. (ATLANTA GA)

AR

06/26/2006 - 06/04/2008

BROKERSXPRESS LLC (FORREST CITY AR)

NY

10/04/2004 - 08/19/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

FL

10/17/2002 - 10/07/2004

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

MN

08/18/2000 - 07/09/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/18/2000 - 07/09/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

NY

07/13/1999 - 10/08/1999

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

WI

10/17/1997 - 06/16/1999

INVEST FINANCIAL CORPORATION (APPLETON WI)

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Licenses & Designations

IA

Issued 11/10/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 10/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Terry Rogers. Review regulatory record here.
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