Carl Rogers

Carl Rogers Email and Phone Number

Helping Business Owners and Professionals Address Their Financial Future @ Southeast Financial Services, Inc.
Carl Rogers's Location
Charlotte, North Carolina, United States, United States
Carl Rogers's Contact Details

Carl Rogers personal email

n/a

Carl Rogers phone numbers

About Carl Rogers

I have had the opportunity to work with business owners and high net worth individuals since 1982. Most of these business relationships focused on issues addressing retirement planning, business succession planning, estate planning and executive compensation planning. It's also been a pleasure to assist many younger people in their journey toward financial independance, whatever that means to them individually. I am happily married to Molly and together we have 8 children (actually young adults) and 12 grandchildren. Life is good!!!Securities and investment advisory services offered solely through Ameritas Investment Corp. (AIC). Member FINRA(www.finra.org)/SIPC(www.sipc.com). AIC and Rogers & Associates are not affiliated. Additional products and services may be available through Carl E Rogers, Jr. or Rogers & Associates that are not offered through AIC. Securities products are limited to residents of NC and SC. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. A Representative from Rogers & Associates will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.Information posted to this site by 3rd parties or links to 3rd party sites are not created nor endorsed by AIC or its representatives. Their information is deemed to be from reliable sources; however, their content cannot be guaranteed

Carl Rogers's Current Company Details
Southeast Financial Services, Inc.

Southeast Financial Services, Inc.

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Helping Business Owners and Professionals Address Their Financial Future
Carl Rogers Work Experience Details
  • Southeast Financial Services, Inc.
    Account Executive
    Southeast Financial Services, Inc. Jan 2024 - Present
    Greensboro, North Carolina, Us
    Rogers and Associates is an asset protection firm focused on estate, business succession and retirement planning strategies. We assist clients in developing personally tailored plans that offer protection, preservation and growth of their assets. There are no secrets to success. Success is a result of preparation, hard work, and experience.
  • The Teague Group
    Senior Associate
    The Teague Group Jan 1988 - Aug 2008
    Built a base of business relationships within a 200 mile radius of Charlotte addressing the issues listed in the summary above. I have had the pleasure of being associated with a wonderful group of people and seen them in the best of times and, of course, the worst. I never ceased to be amazed by the tenacity of the entreprenural spirit.
  • National Life Insurance Co
    Financial Planner
    National Life Insurance Co 1989 - 2008
  • National Life Insurance Co
    Financial Planner
    National Life Insurance Co 1989 - 2008
  • Mid-Atlantic Financial  Group.
    Associate
    Mid-Atlantic Financial Group. Feb 1982 - Jan 1988
    I began my career in the financial services industry in the New York, Philadelphia market. I had great teachers as my attention was totally focused toward the business owner/professional market. After 5 years experience and a growing inventory of business relationships, my wife and I were at a crossroads. We had to commit to staying in the Northeast or relocate to the South, closer to our heritage. We chose to leave what we had built and start over in the Carolinas, one of our best decisions.
  • Fmc Corporation
    Manager/Training--Agricultural Chemicals Group
    Fmc Corporation Jun 1978 - Feb 1982
    Philadelphia , Pennsylvania, Us
    This was a terrific opportunity to view and experience all the functions of a corporation. I worked with director of each of the 8 divisions to determine training needs and to oversee implementation.
  • Elanco
    Sales Training Mgr
    Elanco Jan 1972 - Jan 1978
    Greenfield, In, Us
    Elanco was the ag chemical division of Eli Lilly. This was my first job out of college. I had two sales terratories before moving to the home office as a sales trainer. They say that those who can, do, and those who can't, teach.

Carl Rogers Skills

Retirement Planning Retirement Strategic Financial Planning Estate Planning Wealth Management Fixed Annuities Financial Planners Disability Insurance Long Term Care Succession Planning Life Insurance Asset Allocation Investments Series 7 Securities Mergers And Acquisitions Financial Services High Net Worth Individuals Small Business

Carl Rogers Education Details

  • The University Of Memphis
    The University Of Memphis
    Biology/Chemistry

Frequently Asked Questions about Carl Rogers

What company does Carl Rogers work for?

Carl Rogers works for Southeast Financial Services, Inc.

What is Carl Rogers's role at the current company?

Carl Rogers's current role is Helping Business Owners and Professionals Address Their Financial Future.

What is Carl Rogers's email address?

Carl Rogers's email address is ca****@****orp.com

What is Carl Rogers's direct phone number?

Carl Rogers's direct phone number is +170428*****

What schools did Carl Rogers attend?

Carl Rogers attended The University Of Memphis.

What skills is Carl Rogers known for?

Carl Rogers has skills like Retirement Planning, Retirement, Strategic Financial Planning, Estate Planning, Wealth Management, Fixed Annuities, Financial Planners, Disability Insurance, Long Term Care, Succession Planning, Life Insurance, Asset Allocation.

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