Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Alan Rodgers is a financial advisor currently registered with TIAA-CREF Individual & Institutional Services, LLC, in Baltimore, MD. Timothy Alan Rodgers has been in the financial services industry since March 10, 1995. Timothy Alan Rodgers has held previous positions with Fidelity Brokerage Services LLC, Fidelity Investments Institutional Services Company, Inc., and Vanguard Marketing Corporation. Timothy Alan Rodgers' current registrations include Series 6, Series 7, Series 24, Series 26, and Series 66.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
MD
12/01/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (BALTIMORE MD)
MA
01/01/2008 - 10/14/2011
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
MA
05/08/2002 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
PA
10/13/1992 - 03/06/2000
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/24/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/08/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Rodgers is the right advisor for you? Invested Better is here to help.
