Unclaimed
Devin Daniel Rohner is a financial professional with over 10 years of experience in the industry. Devin currently works as a financial advisor at Bankers Life Advisory Services, Inc. and is registered as a Registered Representative in Tennessee. Devin has held previous positions at ProEquities, Inc. and Bankers Life Securities, Inc.. Devin holds Series 7, Series 24, and Series 66 licenses. Devin is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
TN
07/01/2016 - Present
Bankers Life Advisory Services, Inc. (Brentwood TN)
TN
04/26/2012 - 05/26/2016
PROEQUITIES, INC. (BRENTWOOD TN)
BOTH
Issued 05/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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