Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Rogers is a financial advisor with over 50 years of experience in the industry. Donald is currently registered with Infinity Financial Services Advisory, a firm based in Oakland, CA. Donald provides financial planning, portfolio management, and other advisory services to individuals, corporations, and high-net-worth clients. Previously, Donald was affiliated with THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. in Chula Vista, CA. Prior to that, Donald was registered with WESTERN EQUITY GROUP, INC. in Pleasant View, TN.
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.
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.
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2
CA
01/13/2025 - Present
Infinity Financial Services Advisory (Chula Vista CA)
CA
02/01/2019 - 09/28/2020
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (Chula Vista CA)
TN
09/13/2004 - 02/01/2019
WESTERN EQUITY GROUP, INC. (PLEASANT VIEW TN)
AZ
06/24/1999 - 09/15/2004
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
05/14/1973 - 06/28/1999
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
NA
05/19/1971 - 01/25/1983
INDEPENDENT SECURITIES CORPORATION
NA
05/31/1966 - 06/19/1973
EQUITY SECURITIES CORPORATION
BC
Issued 10/21/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/12/1973
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1966
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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