Unclaimed
Rhoda Strelser is a financial professional with over 20 years of experience in the industry. Rhoda is currently registered with World Equity Group, Inc. and has previously worked with several other firms, including PRUCO SECURITIES, LLC., TAYLOR CAPITAL MANAGEMENT INC. and INDEPENDENCE CAPITAL CO., 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.
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
FL
01/07/2022 - Present
World Equity Group, Inc. (Tampa FL)
FL
11/17/2021 - 12/22/2021
PRUCO SECURITIES, LLC. (TAMPA FL)
FL
07/19/2019 - 11/12/2021
WORLD EQUITY GROUP, INC. (Tampa FL)
FL
01/10/2017 - 07/23/2019
TAYLOR CAPITAL MANAGEMENT INC. (Tampa FL)
OH
05/13/2010 - 12/31/2016
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
OH
07/06/2007 - 12/31/2009
INDEPENDENCE CAPITAL CO., INC. (PARMA OH)
AZ
12/17/2004 - 09/21/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
CA
02/03/2003 - 10/20/2004
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
NY
09/26/2000 - 12/11/2002
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
IA
Issued 12/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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