Shannon Coady-RogersCRD Number: 2913176
Current Firm: Calamos Advisors LLC
Shannon Coady-Rogers (CRD# 2913176) is an Investment Advisor Representative working at Calamos Advisors LLC in Naperville, IL and has over 22 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Calamos Financial Services LLC||Naperville, IL||Aug 2021 - Current||1|
|Calamos Advisors LLC||Naperville, IL||Sep 2019 - Current||2|
|Calamos Wealth Management LLC||Naperville, IL||May 2013 - Sep 2019||6|
|Interactive Financial Advisors||Oak Brook, IL||Mar 2008 - May 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management41,993MILLIONS
Total Number of Accounts1,387ACCOUNTS
Average Account Value$30,276,214
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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