Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rhonda? Claim Your ProfileRhonda Crosby is a financial professional with over 25 years of experience in the financial services industry. Rhonda is registered with Charles Schwab & CO., Inc. and is based in Cumming, Georgia. Rhonda has experience working with clients at several firms including TD Ameritrade, Inc., Scottrade, Inc., and Fidelity Brokerage Services LLC. Rhonda has expertise in various areas, including Financial Planning, Portfolio Management, and Wrap Fee Programs. Rhonda holds several industry licenses and designations including Series 7, Series 10, Series 63, and is a Chartered Financial Consultant. Rhonda provides financial advice to individuals, families, and businesses and is dedicated to helping her clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TN
09/23/2021 - Present
Charles Schwab & CO., Inc. (Franklin TN)
SC
02/26/2018 - 09/22/2021
TD AMERITRADE, INC. (GREENVILLE SC)
SC
02/02/2016 - 02/26/2018
SCOTTRADE, INC. (GREENVILLE SC)
GA
07/20/2012 - 01/22/2016
FIDELITY BROKERAGE SERVICES LLC (DUNWOODY GA)
FL
07/29/1997 - 07/30/2012
CHARLES SCHWAB & CO., INC. (ST. PETERSBURG FL)
BC
Issued 08/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/23/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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