Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Guy? Claim Your ProfileGuy Rodgers is a financial advisor with LPL Financial LLC. Guy has been in the financial services industry since August 28, 2008. Guy has worked at several firms including Wells Fargo Advisors Financial Network, LLC and Edward Jones. Guy holds Series 7, Series 24, Series 66, and SIE licenses. Guy is registered in 27 states, including Texas, Alabama, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Utah, Virginia, and Wisconsin. Guy's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Guy also provides consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
09/29/2021 - Present
LPL Financial LLC (MANSFIELD TX)
TX
04/15/2016 - 10/04/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANSFIELD TX)
TX
08/29/2008 - 04/18/2016
EDWARD JONES (MANSFIELD TX)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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