Unclaimed
Roderick Jason Mosley is a registered Investment Advisor Representative with Simplicity Wealth. Roderick has worked in the financial industry since 2012 and has a background in insurance and annuity sales, college planning, and medical sales. Roderick is also the President of Black Pearl Solutions. Roderick is a registered Investment Advisor Representative in California. Roderick is licensed to provide financial planning services to individuals, businesses, and other investment advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
02/19/2025 - Present
Simplicity Wealth (Los Angeles CA)
Active
Inactive
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