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 15 years of experience in the industry. Donald has a strong track record of success in providing financial advice to individuals, families, and businesses. Donald currently works with Osaic Wealth, Inc. Donald is a registered representative and investment advisor representative with the firm. Donald holds Series 6, 7, 63, and 66 securities licenses.
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.
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.
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CA
01/24/2025 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
NV
05/14/2019 - 05/06/2021
ALLSTATE FINANCIAL SERVICES, LLC (Las Vegas NV)
CA
07/10/2018 - 05/21/2019
ONEAMERICA SECURITIES, INC. (El Dorado Hills CA)
CA
06/20/2014 - 08/25/2016
HORNOR, TOWNSEND & KENT, INC. (IRVINE CA)
CA
05/15/2013 - 04/16/2014
QUESTAR CAPITAL CORPORATION (NOVATO CA)
CA
12/23/2009 - 12/31/2011
SYMETRA INVESTMENT SERVICES, INC. (EL DORADO HILLS , CA)
CA
05/06/2009 - 12/31/2009
BENEFICIAL INVESTMENT SERVICES, INC. (EL DORADO HILLS CA)
AZ
10/01/1997 - 03/04/1998
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
09/25/1995 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
NJ
02/22/1993 - 09/29/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 09/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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