Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodelyn? Claim Your ProfileRodelyn Andres Coppock is an active investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Rodelyn has been in the securities industry since April 12, 1999. Rodelyn is licensed in 53 states and the District of Columbia. Rodelyn provides a variety of investment advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars. Rodelyn also provides performance measurement reports, allocation modeling, IPS, research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
03/19/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
AK
10/15/2018 - 12/05/2019
CHARLES SCHWAB & CO., INC. (Anchorage AK)
WA
12/09/2010 - 09/17/2018
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
CA
06/17/2009 - 11/18/2010
CHASE INVESTMENT SERVICES CORP. (PLEASANTON CA)
CA
07/12/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CONCORD CA)
CA
06/04/2002 - 09/12/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
MN
06/04/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
03/15/2002 - 07/03/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
06/01/2001 - 02/06/2002
FINANCIALOXYGEN, INC. (WALNUT CREEK CA)
NY
11/04/1999 - 03/27/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
GA
05/26/1999 - 11/05/1999
PFS INVESTMENTS INC. (DULUTH GA)
CA
08/31/1995 - 07/11/1997
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
IA
Issued 10/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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