Unclaimed
Rodger McAlister is a financial advisor with over 20 years of experience in the industry. Currently, Rodger is registered with Money Concepts Capital Corp. Rodger has been with the firm since December 2005. Rodger is registered as a Registered Investment Advisor in Kentucky. Rodger has previously worked with Winebrenner Capital Partners, LLC, Raymond James Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and J.J.B. Hilliard, W.L. Lyons, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
03/12/2007 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
KY
08/29/2005 - 11/28/2005
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
FL
10/08/2001 - 08/15/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
NY
05/31/2000 - 06/12/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
KY
11/01/1999 - 04/18/2000
WINEBRENNER CAPITAL PARTNERS, LLC (LOUISVILLE KY)
KY
07/18/1997 - 05/24/1999
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
IA
Issued 03/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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