Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam H. Rogers is a financial advisor with over 50 years of experience in the industry. William has held the Series 7, Series 63, and Series 65 licenses and is a Chartered Financial Consultant. William is currently registered with Osaic Wealth, Inc. Osaic Wealth is a Registered Investment Advisor with over 400,000 clients and over $94 billion in assets under management. Osaic Wealth's investment services include financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. William focuses on providing a high level of personalized service to his clients and has a strong commitment to helping them achieve their financial goals.
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.
1
2
NY
04/26/2021 - Present
Osaic Wealth, Inc. (LIVONIA NY)
CT
11/30/1993 - 11/26/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
NA
09/10/1971 - 12/06/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure William Rogers is the right advisor for you? Invested Better is here to help.
