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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Rogers is an investment advisor representative with Osaic Wealth, Inc. located in Hideaway, Texas. Richard Rogers has been in the securities industry since September 16, 2012. Richard Rogers is registered to provide investment advisory services in the following states: Arizona, California, Colorado, Florida, Hawaii, Idaho, Kentucky, Mississippi, Ohio, Texas, Virginia, and Washington. Richard Rogers has also been registered with Sagepoint Financial, Inc. and Questar Capital Corporation in the past. Richard Rogers holds Series 6, 63 and 65 licenses. Richard Rogers is a licensed insurance agent and also works as a Baptist Minister.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
09/01/2023 - Present
Osaic Wealth, Inc. (HIDEAWAY TX)
TX
11/10/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HIDEAWAY TX)
TX
09/17/2012 - 12/06/2016
QUESTAR CAPITAL CORPORATION (RICHARDSON TX)
IA
Issued 11/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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