Maritza E Rogers

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2004 → 01/2025
  Lincoln Financial Advisors
  San Mateo, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  San Mateo, CA

Previous Registrations

• 2004-10-15 → 2025-01-24
  Osaic Fa, Inc.
  San Mateo, CA
  San Mateo, CA
  Pinole, CA

Other Businesses

1) MARITZA ROGERS POSITION: Agent/Broker NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITY TRADING HOURS: 5 START DATE: 07/16/2009 ADDRESS: 1820 Gateway Dr #350, San Mateo, CA 94404 DESCRIPTION: Offering Accident & Health insurance, disability insurance, fixed annuities, health savings accounts, indexed annuities, fixed life insurance and long term insurance.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-28

Designations

• Certified Financial Planner

Other Names

• Maritza E Lugo
• Maritza E Lugo