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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donny? Claim Your ProfileDonny Rogers is an investment advisor representative and a registered representative with over 25 years of experience in the financial services industry. Donny has a deep understanding of the financial needs of individuals and businesses and provides a wide range of services, including financial planning, portfolio management, and retirement planning. Donny is a Certified Financial Planner™ and is committed to helping clients achieve their financial goals. Donny currently works at Arvest Wealth Management, a division of Arvest Bank, and has previously worked at Morgan Keegan & Company, Inc., PFIC Securities Corporation, Regions Investment Company, Inc., and Amsouth Investment Services, Inc. Donny is registered to conduct business in Arkansas, Illinois, Kansas, Missouri, Oklahoma, and Texas.
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.
1
2
AR
02/19/2024 - Present
Arvest Wealth Management (FT SMITH AR)
TN
04/05/2007 - 10/28/2008
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
TN
08/08/2005 - 04/05/2007
PFIC SECURITIES CORPORATION (FRANKLIN TN)
TN
04/12/2001 - 06/08/2005
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
05/12/2000 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
AL
02/14/2000 - 05/12/2000
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
WI
07/15/1998 - 02/14/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1995
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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