Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dennis Rodzik is a registered representative with Managed Asset Portfolios, LLC and has been in the industry since May 25, 2009. Michael is currently registered with the state of Michigan and holds Series 6, 7, 63, and 65 licenses along with the SIE. Michael has experience providing financial services to high net worth individuals, wholesalers, advisors, institutions, and corporations. Michael's previous firms include Midamerica Financial Services, Inc., Matrix Capital Group, Inc., A.G. Edwards & Sons, Inc., RBC Dain Rauscher Inc., and Rock Island Securities, 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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/14/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
MI
05/07/2012 - 12/31/2014
MIDAMERICA FINANCIAL SERVICES, INC. (ROCHESTER MI)
NY
10/05/2011 - 03/09/2012
MATRIX CAPITAL GROUP, INC. (NEW YORK NY)
IL
08/30/2005 - 11/28/2006
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
09/22/2004 - 09/09/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
IL
07/19/2004 - 09/23/2004
ROCK ISLAND SECURITIES, INC. (CHICAGO IL)
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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