Michael Rogers, financial advisor Berlin MD

Michael Rogers

CRD Number: 1862725
Current Firm: Transamerica Retirement Advisors, LLC

Michael Rogers (CRD# 1862725) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Berlin, MD and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Life Insurance Company Parkville, MD Sep 2020 - Current 3
Transamerica Investors Securities Corporation Parkville, MD Sep 2020 - Current 3
The Prudential Insurance Company Of America Hunt Valley, MD Mar 2019 - Sep 2020 1
Pruco Securities LLC Hunt Valley, MD Mar 2019 - Sep 2020 1
M&t Securities Baltimore, MD Sep 2017 - Mar 2019 1
Cuna Mutual Group Waverly, IA Jan 2016 - Sep 2017 1
Cuna Brokerage Services, Inc. Waverly, IA Jan 2016 - Sep 2017 1
Nfp Securities, Inc. King Of Prussia, PA Jul 2013 - Jan 2016 2
Highland Capital Brokerage Baltimore, MD Apr 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2007
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Jan 2016
Contact Info for Michael L. Rogers
Phone Number: 866-368-0566
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    12,680
    MILLIONS
  • Total Number of Accounts
    160,403
    ACCOUNTS
  • Average Account Value
    $79,051
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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