Unclaimed
Rhonda Kilday is a financial professional with over 30 years of experience in the securities industry. Rhonda is registered with D.a. Davidson & Co., where she offers investment advice. Prior to joining D.a. Davidson & Co. Rhonda was registered with SMITH HAYES FINANCIAL SERVICES CORPORATION and RBC DAIN RAUSCHER INC. Rhonda Kilday holds Series 7, Series 63 and Series 65 securities licenses and has been a registered representative in 34 states.
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.
1
2
NE
02/08/2019 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
10/22/2003 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)
NY
03/02/1998 - 03/21/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
08/14/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NE
10/26/1984 - 04/10/1995
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
IA
Issued 07/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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