Unclaimed
Kevin Christopher Rodeffer is a financial advisor with over 14 years of experience in the financial services industry. Kevin is registered to provide investment advice in 19 states and is a Registered Representative with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri and Galesburg, Illinois. Kevin also has experience with UVEST Financial Services Group, Inc. in Knoxville, Illinois and LPL Financial LLC in Galesburg, Illinois. Kevin holds the Series 7, Series 66, and SIE licenses. He is also a member of the FINRA.
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.
A percentage of the total value of assets under management is charged.
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2
MO
01/21/2022 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
11/02/2010 - 05/09/2018
LPL FINANCIAL LLC (GALESBURG IL)
IL
07/02/2008 - 11/10/2010
UVEST FINANCIAL SERVICES GROUP, INC. (KNOXVILLE IL)
BOTH
Issued 10/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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