Stephan Rogers
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Stephan Rogers Email & Phone Number

Senior Investment Consultant at Rogers Wealth Management Group at Rogers Wealth Management Group
Location: Miami-Fort Lauderdale Area, United States 3 work roles 1 school
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Current company
Rogers Wealth Management Group
Role
Senior Investment Consultant at Rogers Wealth Management Group
Location
Miami-Fort Lauderdale Area, United States

Who is Stephan Rogers? Overview

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Quick answer

Stephan Rogers is listed as Senior Investment Consultant at Rogers Wealth Management Group at Rogers Wealth Management Group, based in Miami-Fort Lauderdale Area, United States. AeroLeads shows a matched LinkedIn profile for Stephan Rogers.

Stephan Rogers previously worked as Senior Financial Consultant at Rogers Wealth Management Group and Senior Investment Consultant at Bolton Global Capital. Stephan Rogers holds Bachelor'S Of Art & Sciences, Art History, Criticism And Conservation from Savannah College Of Art And Design.

Profile bio

About Stephan Rogers

Focusing on the growth of assets, preservation of capital and distribution of wealth through understanding your individual needs, immediate and future goals while offering resources to guide you find personalized solutions.__________________________________________________________________________________________Securities offered through Grove Point Investments, LLC, member FINRA/SIPC. Investment Advisory Services offered through Grove Point Advisors, LLC. Grove Point Investments, LLC & Grove Point Advisors, LLC are subsidiaries of Grove Point Financial, LLC. Rogers Wealth Management Group and Grove Point Investments, LLC are not affiliated. Click here to view Form CRS.Trading instructions sent via email may not be honored. Please contact my office at 954-688-6177 or Grove Point Financial, LLC at 800-333-6884 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets. The text of this communication is confidential and use by any person who is not the intended recipient is prohibited. Any person who receives this communication in error is requested to immediately destroy the text of this communication without copying or further dissemination. Your cooperation is appreciated.

Current workplace

Stephan Rogers's current company

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Rogers Wealth Management Group
Rogers Wealth Management Group
Senior Investment Consultant at Rogers Wealth Management Group
3 roles

Stephan Rogers work experience

A career timeline built from the work history available for this profile.

Senior Financial Consultant

Current
Rogers Wealth Management Group

Miami/Fort Lauderdale Area

As an investment professional, I offer a wide array of investment solutions, insurance and financial planning strategies, adding value to my clients with simple, easy to understand explanations designed to meet their objectives and risk tolerance. This has caused many who had been uneasy with investing to have comfort, assurance and understanding. I enjoy making clients comfortable with their investments and get excited when clients have perspective that their financial goals are on track. As a member of the community, I spend my time volunteering with Catholic ministries and focusing on the Miami Rescue Mission of Miami-Dade, running marathons and cooking for family and friends. If you have investments that you need managed by someone you can trust, contact me. I look forward to earning your trust and becoming your trusted advisor.------------------------------------------------------------------------------------------------------------------------------------Third party posts do not reflect the views of H. Beck Inc. and have not been reviewed by H. Beck Inc. as to accuracy and completeness. This information should not be considered tax/legal advice. You should consult your tax/legal advisor regarding your own tax/legal situation. Investments will fluctuate and may be worth more or less than when originally purchased. There is no assurance that any particular strategy will work under all market conditions. Past performance does not guarantee future results.Securities and Investment Advisory Services offered through H. Beck Inc., Member FINRA (www.finra.org), SIPC (www.sipc.com) 6600 Rockledge Drive 6th Floor Bethesda, Maryland 20817Registered to sell securities in the states of Maryland, Virginia and DC, and licensed to sell insurance in the Florida, New York, California, Michigan, Connecticut, Louisiana . This is not an offer or solicitation in any other state.

Dec 2017 - Present

Senior Investment Consultant

Bolton Global Capital
Jan 2006 - Dec 2017
1 education record

Stephan Rogers education

FAQ

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What company does Stephan Rogers work for?

Stephan Rogers works for Rogers Wealth Management Group.

What is Stephan Rogers's role at Rogers Wealth Management Group?

Stephan Rogers is listed as Senior Investment Consultant at Rogers Wealth Management Group at Rogers Wealth Management Group.

Where is Stephan Rogers based?

Stephan Rogers is based in Miami-Fort Lauderdale Area, United States while working with Rogers Wealth Management Group.

What companies has Stephan Rogers worked for?

Stephan Rogers has worked for Rogers Wealth Management Group, Bolton Global Capital, and Morgan Stanley.

How can I contact Stephan Rogers?

You can use AeroLeads to view verified contact signals for Stephan Rogers at Rogers Wealth Management Group, including work email, phone, and LinkedIn data when available.

What schools did Stephan Rogers attend?

Stephan Rogers holds Bachelor'S Of Art & Sciences, Art History, Criticism And Conservation from Savannah College Of Art And Design.

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