Unclaimed
Kacie Jonalyn Rogers is a financial advisor with Larson Financial Group, LLC, based in Saint Louis, Missouri. Kacie has been working in the financial industry since October 11, 2015, and has both Series 66, Series 7, and SIE licenses. Kacie is registered to provide investment advice in Florida. Kacie is also a published writer and has recently completed a creative short story project.
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.
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.
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
MO
12/28/2015 - Present
Larson Financial Group, LLC (SAINT LOUIS MO)
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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