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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodger? Claim Your ProfileRodger Baron Hobbs is a financial advisor with Osaic Wealth, Inc. He has been in the industry since 2006 and has been registered with the state of California since 2012. Rodger is also registered with the state of Nevada and is a Certified Financial Planner. Prior to joining Osaic Wealth, Inc., Rodger worked for White Pacific Securities, Inc. and First Investors Corporation. Rodger specializes in financial planning, portfolio management, and pension consulting. He offers a variety of services including fee-based accounts, financial planning, life and health insurance, and educational seminars. He works with individuals, families, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/22/2019 - Present
Osaic Wealth, Inc. (SAN JOSE CA)
CA
02/12/2010 - 03/09/2012
WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)
CA
01/31/2006 - 01/29/2010
FIRST INVESTORS CORPORATION (SAN JOSE CA)
BOTH
Issued 06/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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