Patrick
Rogers
Prosperity - An Eisneramper Company
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About this Advisor
Patrick Rogers is a financial advisor based in Iselin, New Jersey, working with Prosperity - An Eisneramper Company. Patrick has previously held positions at Scottrade, Inc, Axa Advisors, LLC, Eisner Amper Wealth Management Corporate Benefits, Apw Capital, Inc, Dai Securities, LLC, and Prosperity - An Eisneramper Company. Patrick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Patrick is part of Prosperity - An Eisneramper Company, which operates out of Iselin, New Jersey. The firm has 7 offices and 38 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Prosperity - An Eisneramper Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Prosperity - An Eisneramper Company Brokerage Details
$1,067,790,947
38
2,271
$470,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Patrick Rogers Work History
Prosperity - An Eisneramper Company
Dai Securities, LLC
Eisner Amper Wealth Management Corporate Benefits
Apw Capital, Inc
Axa Advisors, LLC
Scottrade, Inc
Disclosures
Please visit the SEC profile of Patrick Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Prosperity - An Eisneramper Company
Minneapolis, MN
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
Owings Mills, MD
New York, NY
Owings Mills, MD
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