Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Rogers is an Investment Advisor Representative at Rogers Investment Advisors, LLC. Timothy has been in the industry since 1987 and holds the Series 7, Series 63 and Series 65 licenses. Timothy specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, charitable organizations, and testamentary trusts. Timothy is registered with the state of California.
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.
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
CA
01/01/2025 - Present
Rogers Investment Advisors, LLC (PALO ALTO CA)
NA
05/21/1987 - 03/17/1992
SALOMON BROTHERS INC.
IA
Issued 11/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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