Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Courtney? Claim Your ProfileCourtney Edward Rogers is a registered representative and investment advisor representative with Davenport & Co. LLC. Courtney has been in the securities industry since June 20, 1993, and has a strong track record of success in the field. Courtney holds the Series 7, 24, 50, 52, 63, and 65 licenses, as well as the SIE exam. Courtney is a member of the Lonesome Three Hunt Club and the University of Alabama Alumni Richmond Chapter. Courtney specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
01/21/2000 - Present
Davenport & Co. LLC (Richmond VA)
NC
06/21/1993 - 05/07/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1993
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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