Unclaimed
Rhonda Lorraine Weatherby is a financial advisor in Lincoln, NE. Rhonda has over 20 years of experience in the financial services industry. Rhonda is currently registered with Next Financial Group, Inc. Previously Rhonda worked at Securities America, Inc., Summit Brokerage Services, Inc., and VSR Financial Services, Inc. Rhonda holds the Series 6, 7, 63 and SIE licenses. Rhonda specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations. Rhonda has a strong commitment to helping 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.
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.
Seminar/workshop attendance fees
1
2
NE
06/29/2023 - Present
Next Financial Group, Inc. (Lincoln NE)
NE
11/04/2016 - 06/29/2023
SECURITIES AMERICA, INC. (LINCOLN NE)
NE
09/01/2016 - 11/04/2016
SUMMIT BROKERAGE SERVICES, INC. (LINCOLN NE)
NE
07/06/2001 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LINCOLN NE)
BC
Issued 05/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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