Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brandon? Claim Your ProfileBrandon Rogers is a financial advisor with over 15 years of experience in the financial services industry. Brandon has worked with United Planners' Financial Services of America, LPL Financial, FSC Securities Corporation, Banc of America Investment Services, Inc., and Thrivent Investment Management Inc. Brandon is registered to provide investment advice in several states. Brandon specializes in financial planning, portfolio management, and retirement planning. Brandon also holds the Certified Financial Planner designation.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NC
11/06/2019 - Present
United Planners' Financial Services OF America A Limited Partner (SALISBURY NC)
NC
03/15/2017 - 11/06/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALISBURY NC)
SC
05/01/2013 - 03/30/2017
LPL FINANCIAL LLC (FORT MILL SC)
NC
07/31/2009 - 05/02/2013
FSC SECURITIES CORPORATION (CHINA GROVE NC)
NC
11/15/2007 - 07/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
SC
10/04/2006 - 09/10/2007
THRIVENT INVESTMENT MANAGEMENT INC. (MT PLEASANT SC)
IA
Issued 06/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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