Unclaimed
Roderick James McGibbon is a financial professional with over 25 years of experience in the industry. Roderick has a strong background in securities and investment management, holding Series 7, Series 52, and Series 63 licenses. Currently, Roderick is a Registered Representative with Janney Montgomery Scott LLC, working out of their Philadelphia office. Roderick specializes in a range of financial services including portfolio management, investment advisory, and financial planning for individuals, businesses, and institutions. Roderick's prior experience includes roles at Regional Brokers, Inc., Municipal Partners Inc., and J. F. Hartfield & Co., Inc., giving them a diverse background 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
01/02/2001 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
08/19/1998 - 06/19/2000
REGIONAL BROKERS, INC. (JAMISON PA)
NY
03/12/1998 - 08/28/1998
MUNICIPAL PARTNERS INC. (NEW YORK NY)
NJ
02/02/1995 - 02/25/1998
J. F. HARTFIELD & CO., INC. (JERSEY CITY NJ)
BC
Issued 05/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Roderick McGibbon is the right advisor for you? Invested Better is here to help.