Unclaimed
Data Logan is a registered representative of First Command Advisory Services. Data has been working in the financial industry since 2019 and has Series 7TO, Series 66, and Series 24 licenses. Data also holds a SIE license. Data is active in both the BC and IA scopes. Data is registered in Washington. Data is a member of the National Association of Parliamentarians.
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.
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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2
TX
09/11/2019 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 09/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2019
Series 24 - General Securities Principal Examination
BC
Issued 08/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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