Unclaimed
Daniel Rogers is a financial advisor with First Command Advisory Services and has over 10 years of experience in the industry. Daniel is registered in both Louisiana and Texas and has completed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7TO), and the Securities Industry Essentials Examination (SIE). Daniel is a financial advisor who focuses on individual and family financial planning and is able to provide a variety of financial services including portfolio management. Daniel has been with First Command since 2021 and has previously worked in the automotive industry. Daniel is committed to helping his clients 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.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
12/15/2021 - Present
First Command Advisory Services (Leesville LA)
BOTH
Issued 11/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Daniel Rogers is the right advisor for you? Invested Better is here to help.