Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rod? Claim Your ProfileRod Skaf is a financial advisor with over 26 years of experience in the financial services industry. Rod has a Series 6, 7, and 63 license and is also a Certified Financial Planner. Rod has worked with Cetera Investment Advisers LLC since May 2022. Previously Rod was affiliated with MML Investors Services, LLC, MSI Financial Services, INC., Metropolitan Life Insurance Company and MONY Securities Corporation. Rod is registered with FINRA and is licensed to provide financial advice in 19 states including, but not limited to, Texas, Ohio, California, Florida and New York. Rod specializes in retirement planning, investment management, and financial planning.
FLOWER MOUND, TX
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
TX
05/06/2022 - Present
Cetera Investment Advisers LLC (FLOWER MOUND TX)
OH
03/25/2017 - 05/12/2022
MML INVESTORS SERVICES, LLC (DUBLIN OH)
OH
07/16/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DUBLIN OH)
OH
07/16/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DUBLIN OH)
NY
11/13/1996 - 07/19/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 11/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/5/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rod Skaf is the right advisor for you? Invested Better is here to help.
