Dave Rogers
LPL Financial Advisor at Gateway Financial Partners
- Role
- Lpl Financial Advisor at Gateway Financial Partners
- Location
- Naugatuck, CT, US
- LinkedIn followers
- 500 followers
Experience
Lpl Financial Advisor
Jan 2020 — Present · Naugatuck, CT, US
Securities and Advisory services offered through LPL Financial, a registered investment advisor; member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
UCONN
MBA
1995 — 1998
Farifield University
BS
1976 — 1980
Holy Cross High School
College Prep
1972 — 1976
Skills
- Iras
- Finance
- Banking
- Retirement
- Retirement Planning
- Finra
- Public Speaking
- Investments
- Customer Service
- Microsoft Excel
- Wealth Management
- Financial Services
- Insurance
- Roth Ira
- Accounting
- Pensions
- Credit
- Financial Risk
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