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John R

Series 63, Series 65

Rockville, MD

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

John Rogers is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long tenures at Nationwide Insurance Co., Nationwide Securities, LLC, and R&G Insurance Associates Inc. He has been with United Planners since 2019. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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