Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodd? Claim Your ProfileRodd Robert Miller is a financial advisor with over 15 years of experience in the financial services industry. Rodd has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Rodd is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, and Series 66 licenses. Rodd currently works at Golden State Wealth Management, LLC. Rodd has a proven track record of success in 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.
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.
A percentage of the total value of assets under management is charged.
Financial planning fee
1
2
CA
09/13/2017 - Present
Golden State Wealth Management, LLC (SOUTH COAST METRO CA)
CA
02/25/2009 - 11/21/2011
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
AZ
09/09/2011 - 11/18/2011
LUCIA SECURITIES, LLC (SCOTTSDALE AZ)
AZ
10/16/2008 - 02/09/2009
MILLER CAPITAL MARKETS, LLC (SCOTTSDALE AZ)
BOTH
Issued 11/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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