Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rodney is a financial advisor with over 20 years of experience in the industry. He is currently registered with P.j. Robb Variable, LLC and holds the Series 6, 7, 63 and 66 licenses along with the SIE Exam. His previous experience includes working with several other firms such as Bluerock Capital Markets LLC, Steadfast Capital Markets Group, LLC, Wells Fargo Advisors, LLC, Edward Jones, Grubb & Ellis Capital Corporation, KBS Capital Markets Group LLC, Capital Brokerage Corporation, Planco Financial Services, LLC, MetLife Investors Distribution Company and Pacific Select Distributors, Inc.
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.
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.
1
2
PA
07/12/2024 - Present
P.j. Robb Variable, LLC (HARRISBURG PA)
CA
03/06/2017 - 05/29/2024
BLUEROCK CAPITAL MARKETS LLC (Newport Beach CA)
CA
09/15/2015 - 03/08/2017
STEADFAST CAPITAL MARKETS GROUP, LLC (IRVINE CA)
CA
10/14/2013 - 05/20/2015
WELLS FARGO ADVISORS, LLC (HUNTINGTON BEACH CA)
CA
04/16/2012 - 10/15/2013
EDWARD JONES (FULLERTON CA)
CA
06/23/2011 - 11/23/2011
GRUBB & ELLIS CAPITAL CORPORATION (SANTA ANA CA)
CA
10/28/2010 - 06/16/2011
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
VA
10/10/2006 - 08/04/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CT
03/11/2005 - 04/10/2006
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
12/11/2004 - 03/16/2005
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
04/19/2002 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
CA
09/05/2000 - 04/22/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
BOTH
Issued 04/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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