Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda McCurry is an Investment Advisor Representative with Lincoln Investment in Independence, Ohio. Rhonda has been in the securities industry for over 30 years. Rhonda has licenses to operate in Arizona, California, Florida, and Ohio. Rhonda has experience in various industries including insurance, financial services, and real estate.
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.
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.
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2
OH
06/09/2017 - Present
Lincoln Investment (INDEPENDENCE OH)
OH
11/20/2013 - 01/03/2017
LEGEND EQUITIES CORPORATION (INDEPENDENCE OH)
OH
11/09/2012 - 11/22/2013
AMERICAN HERITAGE SECURITIES, INC. (AKRON OH)
OH
11/15/2010 - 11/08/2012
VALIC FINANCIAL ADVISORS, INC. (INDEPENDENCE OH)
OH
05/14/2002 - 11/30/2010
METLIFE SECURITIES INC. (AKRON OH)
NY
05/14/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
08/08/1996 - 05/21/2002
EDWARD JONES (ST. LOUIS MO)
CA
12/06/1989 - 08/12/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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