Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roderick? Claim Your ProfileRoderick Danuel Willett is a financial professional with over 30 years of experience in the financial services industry. Roderick is currently registered with Charles Schwab & CO., Inc. Prior to joining Charles Schwab & CO., Inc. in 1991, Roderick held positions at MetLife Securities Inc., Metropolitan Life Insurance Company, and The Stuart-James Company, Incorporated. Roderick holds several securities licenses including Series 7, Series 10, Series 24, and Series 63. Roderick is also a registered principal with FINRA. Roderick is a dedicated financial professional with a proven track record of success in the financial services industry.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
07/15/1991 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
MA
02/06/1991 - 03/22/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/06/1991 - 03/22/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CO
05/16/1990 - 07/02/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 05/23/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/24/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/17/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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