Mitchell S Rogers

Financial Advisor

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Location:

Denver, CO

Industry:

Financial Services

Work:

Education:

Skills:

Mutual Funds
Fixed Annuities
Variable Annuities
Equity Research
401 S Business Retirement Plans
403 S Business Retirement Plans
457 S Business Retirement Plans
Defined Benefit Business Retirement Plans
Profit Sharing Business Retirement Plans
Sep Ira's Business Retirement Plans
Simple Ira's Business Retirement Plans
529 Plans Education Savings
Coverdell Education Savings
Advisory Solutions Managed Account
Common Stocks Equity Investments
Unit Investment Trust Equity Investments
Trust Services Estate Considerations
Exchange Traded Funds
Bond Unit Investment Trusts Fixed Income Investments
Corporate Bonds Fixed Income Investments
Governement Sponsored Enterprise Fixed Income Investments
Mortgage Backed Securities Fixed Income Investments
Municipal Bonds Fixed Income Investments
Us Treasury Bonds Fixed Income Investments
Certificates of Deposit Fixed Income Investments
Roth Ira's Individual Retirement Accounts
Traditional Ira's Individual Retirment Accounts
Long Term Care Insurance
Long Term Dissability Insurance
Permanent Life Insurance
Term Life Insurance
Managed Account Program
Portfolio and Retirement Plan Reviews
Fixed Income Research
Mutual Fund Research
Retirement Plan Rollovers and Consolidation
Dividend and Income Reinvestment Systematic Investing
Monthly Investing Program Systematic Investing

Interests:

Boating
Wake Boarding
Waterfowl Hunting
Big Game Hunting
Golf

Certifications:

Series 7
Series 66
Financial Industry Regulatory Authority (Finra)

Mitchell Rogers

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Mitchell Rogers

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Location:

United States

Mitchell Rogers Macon, GA

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Work:

Education:

Motte Technical College
Aug 2014
Associate's in Management Northeast High School
2005
high school diploma

Skills:

experienced in all facets of Microsoft Office including Word, Excel, Publisher, Powerpoint, drawing, graphic arts, Photoshop, internet & email

Financial Advisor At Edward Jones

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Position:

Financial Advisor at Edward Jones

Location:

Greater Denver Area

Industry:

Financial Services

Work:

Education:

University of Colorado at Boulder 1999 - 2003
BS, Business-Marketing Loveland High School 1995 - 1999
Diploma, General

Skills:

Strategy
Sales Management
Budgets
Customer Service
Sales
Telecommunications
Business Development
Retirement Planning
Personal Financial Planning
Retirement Savings
Saving for Education
Investments
Investment Strategies
Investment Management
Investment Banking
Income Protection
Stock Market
Mutual Funds
Roth IRA
Traditional IRA
SEP IRA
Simple IRA
Tax Free Income
Bond Markets
Bonds
Estate Planning
Life Insurance
Long Term Care Insurance
Series 66
Disability Insurance
Variable Annuities
Fixed Annuities
Unit Investment Trusts
Limited Partnerships
REIT
ETFs
Series 7

Interests:

Golf, Wake Boarding, Boating, Waterfowl Hunting, Big Game Hunting

Certifications:

Series 7, Financial Industry Regulatory Authority (FINRA)
Series 66, Financial Industry Regulatory Authority (FINRA)