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A Unique Market Position
One of the things that's unique about RBC Wealth Management is its market position. RBC Wealth Management is large enough to offer a broad suite of best-in-class products and services and, at the same time, has the flexibility and entrepeneurial atmosphere that the larger firms simply can't provide to their sales force. This aspect has been especially important to The LOSAP Group in working with the nuances of Service Award Programs.
David M. Rogers
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
(518) 432-5083
dave.rogers@rbc.com
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
(518) 432-5083
dave.rogers@rbc.com
Education and Experience:
BBA from Siena College in Accounting/Economics
2 Years with a CPA Firm and passed the CPA exam
Serving customers since 1984
Experience with Service Award Programs since 1990
Licenses:
Series 7: General Securities Representative
Series 63: Uniform State Securities Agent
Series 65: Investment Advisor Representative
Series 3: Commodities
Life Insurance and Annuities
Concentration In:
Length of Service Award Programs
Fixed Income and Mutual Funds for conservative investors
Although I am extremely dedicated to my business, I work hard to maintain a balance between business, family and leisure activities. I live in the suburbs of Albany, NY with my wife Nancy. We are kept busy with our two children, Zachary and Kathyrn. Outside of the office, I enjoy travel with my family, and camping and hiking in the Adirondacks. I have hiked the Grand Canyon three times. I enjoy playing golf, collecting and playing vintage guitars and amplifiers, and riding motorcycles.
BBA from Siena College in Accounting/Economics
2 Years with a CPA Firm and passed the CPA exam
Serving customers since 1984
Experience with Service Award Programs since 1990
Licenses:
Series 7: General Securities Representative
Series 63: Uniform State Securities Agent
Series 65: Investment Advisor Representative
Series 3: Commodities
Life Insurance and Annuities
Concentration In:
Length of Service Award Programs
Fixed Income and Mutual Funds for conservative investors
Although I am extremely dedicated to my business, I work hard to maintain a balance between business, family and leisure activities. I live in the suburbs of Albany, NY with my wife Nancy. We are kept busy with our two children, Zachary and Kathyrn. Outside of the office, I enjoy travel with my family, and camping and hiking in the Adirondacks. I have hiked the Grand Canyon three times. I enjoy playing golf, collecting and playing vintage guitars and amplifiers, and riding motorcycles.
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Trademarks - Non U.S. Residents
©2012 RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC
05/21/2012
Privacy and Security - SIPC - Business Continuity Planning - Web Site Links
Trademarks - Non U.S. Residents
©2012 RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC
05/21/2012