Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Katherine? Claim Your ProfileKatherine Rogers is a financial advisor in Fort Worth, TX with over 15 years of experience in the financial services industry. Katherine is a Certified Financial Planner™ professional, registered with Cambridge Investment Research Advisors, Inc. Katherine's previous experience includes positions with Securities America, Inc. and Fidelity Brokerage Services LLC. Katherine holds the Series 7, Series 63, and SIE licenses. Katherine specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
01/23/2017 - Present
Cambridge Investment Research Advisors, Inc. (Fort Worth TX)
TX
06/25/2010 - 01/09/2017
SECURITIES AMERICA, INC. (FORT WORTH TX)
TX
09/26/2008 - 05/24/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 10/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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