Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Francis Roda has been in the financial industry since February 7, 1988. John is registered with Cambridge Investment Research Advisors, Inc. in Flint, Michigan. John is also registered as an Investment Advisor Representative in Michigan and Texas. John has been a Registered Representative with Cambridge Investment Research, Inc. since May 2016. John has also been a Registered Representative with Transamerica Financial Advisors, Inc. in Flint, Michigan.
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.
Solicitation fees from 3rd party money managers
1
2
MI
05/06/2016 - Present
Cambridge Investment Research Advisors, Inc. (Flint MI)
MI
04/01/1991 - 05/10/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (FLINT MI)
NA
02/08/1988 - 04/01/1991
PW SECURITIES, INC.
IA
Issued 10/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2012
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 01/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Roda is the right advisor for you? Invested Better is here to help.
