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Jack Matthew Rogers
CRD#: 6618772
IA
B
OSAIC WEALTH, INC.CRD#: 23131 24 FREDERICK ROAD
ELLICOTT CITY, MD 21043
ELLICOTT CITY, MD 21043
0
Disclosures
7
Years of Experience
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State Registrations
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Maryland 1/24/2025
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Virginia 1/24/2025
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Maryland 1/24/2025
SRO Registrations
B
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IA
Registered with this firm since 1/24/2025
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Registered with this firm since 1/24/2025
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 01/08/2018 - 01/24/2025 | ELLICOTT CITY, MD | |
B | 08/14/2017 - 01/24/2025 | ELLICOTT CITY, MD |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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