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This profile was last updated on 3/2/15  and contains information from public web pages and contributions from the ZoomInfo community.

Financial Planner and Chief Compl...

Rogan & Associates Inc
200 9Th Avenue North Suite 150
Safety Harbor , Florida 34695
United States

Company Description: We are dedicated to helping individuals, families, and businesses achieve financial success through comprehensive financial planning. Take some time to read through...   more
Background

Employment History

  • Regional Vice President
    Cohig
  • SMA Equities Group
10 Total References
Web References
Financial Planning for Life
www.roganfinancial.com, 2 Mar 2015 [cached]
Ed Foss Financial Planning for Life Financial Planning for Life™ 866.779.3258
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Ed Foss
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Ed Foss
As a Financial Planner and Chief Compliance Officer of Rogan and Associates, Ed oversees day to day regulatory compliance of the firm as well as helping individuals, families and small business owners create and preserve wealth.
He has an extensive background in the financial services industry dating back to 1983 when he joined the SMA Equities Group, a subsidiary of State Mutual Life Assurance Company, in Denver, Colorado. While there he obtained NASD Registrations Series 6, 7, 24, and 63, as well as, a State of Colorado Life and Health Insurance and Variable Annuity License.
In 1988, he left SMA to join Cohig & Associates; a private Denver based Investment Banking Firm. With Cohig, he participated in numerous corporate underwritings; ultimately transferring to Chicago, in 1994, as Regional Vice President for the firm. His responsibilities included the supervision of branch offices and over 100 licensed securities professionals.
It was in 1987, while working on a nationally syndicated offering, that Ed met Michael Rogan.
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Ed permanently relocated to the Tampa Bay area in 1998. An avid skier, boater and golfer, Ed lives in Safety Harbor with his wife Liz and their two dogs Sam and Sadie.
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Additionally, you may have seen Ed on WTVT, Fox Channel 13 Tampa, where he often appears to discuss a variety of topics in the realm of finance and economic policy.
Financial Planning for Life
www.roganfinancial.com, 2 Mar 2015 [cached]
Ed Foss
Ed FossAs ...
www.roganfinancial.com, 1 Jan 2007 [cached]
Ed Foss
As a Financial Planner and Chief Compliance Officer of Rogan and Associates, Ed oversees day to day regulatory compliance of the firm as well as helping individuals, families and small business owners create and preserve wealth.
He has an extensive background in the financial services industry dating back to 1983 when he joined the SMA Equities Group, a subsidiary of State Mutual Life Assurance Company, in Denver, Colorado.While there he obtained NASD Registrations Series 6, 7, 24, and 63, as well as, a State of Colorado Life and Health Insurance and Variable Annuity License.In addition, Ed and Michael Rogan are among the first financial professionals in the nation to complete the advanced training provided by the Parent Care Institute and to receive the designation of Parent Care Specialists.
...
It was in 1987, while working on a nationally syndicated offering, that Ed met Michael Rogan.
...
Ed, and his wife Liz, permanently relocated to the Tampa Bay area in 1998.An avid skier, boater and golfer Ed lives in Clearwater with his wife Liz and their two dogs Lucky and Sadie.
Financial Planning For Life
www.financialplanningforlife.com, 12 Sept 2007 [cached]
Ed Foss
As a Financial Planner and Chief Compliance Officer of Rogan and Associates, Ed oversees day to day regulatory compliance of the firm as well as helping individuals, families and small business owners create and preserve wealth. ... (more)
Ed FossAs ...
www.roganfinancial.com, 1 Jan 2007 [cached]
Ed Foss
As a Financial Planner and Chief Compliance Officer of Rogan and Associates, Ed oversees day to day regulatory compliance of the firm as well as helping individuals, families and small business owners create and preserve wealth....(more)
Other People with the name "Foss":
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