Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chianna? Claim Your ProfileChianna Rodgers is an investment advisor representative at Fisher Investments. Chianna has been in the industry for over 10 years and has experience with a variety of financial products and services. Chianna holds Series 6, 63, 65 and SIE licenses and specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Prior to joining Fisher Investments, Chianna was an advisor at Principal Securities, Inc., Signator Investors, Inc., Transamerica Financial Advisors, Inc., and Voya Financial Advisors, Inc. Chianna is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/21/2021 - Present
Fisher Investments (PLANO TX)
TX
09/14/2018 - 10/21/2021
PRINCIPAL SECURITIES, INC. (ADDISON TX)
TX
05/13/2016 - 09/11/2018
SIGNATOR INVESTORS, INC. (PFLUGERVILLE TX)
FL
01/11/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
TX
01/06/2014 - 11/20/2015
VOYA FINANCIAL ADVISORS, INC. (MCKINNEY TX)
IL
05/30/2011 - 11/23/2013
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 02/06/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Chianna Rodgers is the right advisor for you? Invested Better is here to help.
