Unclaimed
Christian Rodak is a financial advisor with over 7 years of experience in the financial services industry. Christian is currently registered with LPL Financial LLC and holds Series 7, Series 63, and Series 66 licenses. Christian has previously worked with Sigma Financial Corporation, BBVA Securities Inc., and Pacer Financial, Inc. Christian is a registered investment advisor in Colorado and provides advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CO
02/27/2024 - Present
LPL Financial LLC (DENVER CO)
CO
02/22/2021 - 06/09/2023
SIGMA FINANCIAL CORPORATION (Denver CO)
CO
12/10/2019 - 10/01/2020
BBVA SECURITIES INC. (BOULDER CO)
PA
12/21/2015 - 07/03/2019
PACER FINANCIAL, INC. (PAOLI PA)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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