Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery Sellmann Rodts is a financial advisor with Janney Montgomery Scott LLC. Avery has over 28 years of experience in the financial services industry. Avery is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 31, Series 63 and Series 65 license. Avery is also registered with the state of Georgia. Previously, Avery was employed by Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and The Robinson-Humphrey Company, LLC. Avery has a wide range of experience in the financial services industry, including investment advisory, securities brokerage, and futures trading.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
GA
02/25/2021 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
GA
05/06/1994 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
BC
Issued 07/13/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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