Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cordell Rollins is a financial advisor in Baton Rouge, LA. David is currently registered with Stonex Advisors Inc. David's previous employment includes Morgan Stanley Smith Barney. David holds a Series 66 license and has been in the industry for over 11 years. David is also a registered Investment Advisor Representative in Louisiana and Texas. David focuses on financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.
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.
Financial consulting 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.
A percentage of the total value of assets under management is charged.
1
2
LA
02/10/2023 - Present
Stonex Advisors Inc. (Baton Rouge LA)
LA
11/16/2011 - 03/09/2012
MORGAN STANLEY SMITH BARNEY (BATON ROUGE LA)
BOTH
Issued 12/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Rollins is the right advisor for you? Invested Better is here to help.
