Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodelle? Claim Your ProfileRodelle Zuberbuhler is a registered investment advisor representative with Harbour Investments, Inc., a firm headquartered in Madison, WI. Rodelle has been in the industry since February 14, 2001. Rodelle is licensed in 9 states, including Arizona, Florida, Illinois, Maryland, Missouri, North Carolina, Texas, Wisconsin and Illinois. Rodelle's experience includes working with A. G. Edwards & Sons, Inc. Rodelle is a Series 66, Series 7, and SIE exam holder.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
01/17/2013 - Present
Harbour Investments, Inc. (ROCKFORD IL)
IL
02/14/2001 - 08/08/2007
A. G. EDWARDS & SONS, INC. (ROCKFORD IL)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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