Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trinity? Claim Your ProfileTrinity N. Rogers is an investment advisor representative at Ameriprise Financial Services, LLC. Trinity has been in the securities industry since 2019. Prior to joining Ameriprise Financial Services, LLC, Trinity was employed by TRIAD ADVISORS LLC. Trinity is registered with FINRA and is Series 7 and SIE licensed. Trinity specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ameriprise Financial Services, LLC is a large firm with over $479 billion in assets under management. The firm specializes in portfolio management for individuals and businesses, as well as financial planning, and pension consulting.
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.
Asset allocation services
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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GA
03/05/2021 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
11/10/2019 - 03/27/2020
TRIAD ADVISORS LLC (NORCROSS GA)
BC
Issued 11/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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