Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Korey? Claim Your ProfileKorey Don Rogers is a financial advisor with over 20 years of experience in the industry. Korey is a Registered Representative (RR) of LPL Financial LLC and is also a Certified Financial Planner (CFP®). Previously, Korey worked for Wells Fargo Advisors Financial Network, LLC and Edward Jones. Korey holds the following licenses: Series 7, Series 24, Series 63 and Series 65. Korey is registered in 14 states and has the ability to provide financial advice and services to individuals, corporations and various other entities.
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
04/24/2020 - Present
LPL Financial LLC (FORT WORTH TX)
TX
01/06/2017 - 04/27/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HURST TX)
TX
06/17/2010 - 01/09/2017
EDWARD JONES (HURST TX)
TX
03/17/2004 - 07/09/2010
HARTFORD EQUITY SALES COMPANY INC. (IRVING TX)
NJ
04/28/1998 - 07/01/2003
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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