Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Sherman Rogers is a registered representative with American Global Wealth Management, Inc. with over 38 years of experience in the financial services industry. William has held previous positions with PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC., KOONCE SECURITIES, INC., FIRST POTOMAC SECURITIES CORPORATION, MAY & O'CONNOR CAPITAL INC and AMERICAN CAPITAL EQUITIES, INC.
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.
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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2
GA
02/26/2024 - Present
American Global Wealth Management, Inc. (McDonough GA)
CO
07/09/1990 - 04/24/2024
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
TX
03/15/1988 - 07/11/1990
KOONCE SECURITIES, INC. (DALLAS TX)
NA
05/12/1987 - 12/15/1987
FIRST POTOMAC SECURITIES CORPORATION
NA
05/06/1986 - 04/09/1987
MAY & O'CONNOR CAPITAL INC
NA
03/20/1986 - 04/10/1986
AMERICAN CAPITAL EQUITIES, INC.
BC
Issued 05/15/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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