David Rogers

Certified Private Wealth Advisor®

Role: Certified Private Wealth Advisor at Capital Strategies Group, Inc
Location: Wilmette, IL, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About David Rogers

Jamieson Financial works with successful clients and their advisors in three specific…

Experience

Certified Private Wealth Advisor
Capital Strategies Group, Inc
Jan 2018 — Present · Chicago, IL, US

Education

University of Richmond
Bachelor of Arts (B.A.), English Literature
1993 — 1997

Skills

Series 6
Insurance
Series 24
Intergenerational Wealth Transfer
Pensions
Disability Insurance
Financial Advisory
Asset Allocation
Banking
Mutual Funds
Series 63
Series 7
Wealth Management
Estate Planning
Retirement Planning
Fixed Annuities
Sales
Trading
Financial Services
401k
Retirement
Executive Benefit Strategies
Strategic Financial Planning
Investments
Business Succession Strategies
Business Owner Benefits

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