Unclaimed
Belinda L. Rogers is an investment advisor representative with LPL Financial LLC. Belinda has been working in the financial industry for over five years, and is licensed to operate in 18 states and 2 provinces, including Missouri, Texas, Arkansas, California, Florida, Iowa, Kansas, Louisiana, Michigan, Mississippi, Nevada, Rhode Island, South Carolina, South Dakota, Virginia, and Washington. Belinda has passed the Series 7, Series 66 and SIE exams and is a graduate of the University of Missouri-Kansas City. Belinda provides a wide range of services to individuals and families, including financial planning, portfolio management, and retirement planning. Prior to joining LPL Financial, Belinda worked for Edward Jones, a well-known financial services firm.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
05/14/2024 - Present
LPL Financial LLC (SPRINGFIELD MO)
MO
10/24/2018 - 05/15/2024
EDWARD JONES (LIBERTY MO)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Belinda Rogers is the right advisor for you? Invested Better is here to help.