Patrick Rogers (CRD# 5604119) is an Investment Advisor Representative working at Prosperity - An Eisneramper Company in Iselin, NJ and has over 12 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1110023
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Prosperity - An Eisneramper Company | Iselin, NJ | Feb 2024 - Current | < 1 |
Dai Securities, LLC | Atlanta, GA | May 2023 - Current | 1 |
Eisner Amper Wealth Management Corporate Benefits | Iselin, NJ | Aug 2018 - Feb 2024 | 5 |
Apw Capital, Inc. | Rockaway, NJ | Sep 2018 - May 2023 | 4 |
Axa Advisors, LLC | Woodbridge, NJ | Apr 2017 - Jul 2018 | 1 |
Unemployed | Scotch Plains, NJ | Jan 2017 - Apr 2017 | < 1 |
Scottrade, Inc. | Morristown, NJ | Nov 2008 - Jan 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2011 |
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- NJ
-
Total Assets Under Management1,068MILLIONS
-
Total Number of Accounts2,271ACCOUNTS
-
Average Account Value$470,185
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA, WA, WI
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