Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Olson Rodgers is a registered representative with Charles Schwab & CO., Inc. Sam Olson Rodgers has been in the industry for 5 years. Sam Olson Rodgers is registered in California, Illinois and Texas. The firm offers a wide range of financial products and services, including investment advisory services, financial planning, and brokerage services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
09/02/2022 - Present
Charles Schwab & CO., Inc. (San Luis Obispo CA)
IA
Issued 09/02/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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