Unclaimed
Rodney Alfred Horelka is a registered investment advisor representative with Cetera Investment Advisers LLC. Rodney has been in the financial services industry since May 1993. Rodney holds Series 7, Series 63, and Series 65 securities licenses. Cetera Investment Advisers LLC is an investment advisor with offices in Schaumburg, Illinois. The firm has approximately 16,618 clients and manages approximately $104.47 billion in assets. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
1
2
TX
01/21/2014 - Present
Cetera Investment Advisers LLC (NEW BRAUNFELS TX)
AL
09/23/1997 - 07/21/1999
PROEQUITIES, INC. (BIRMINGHAM AL)
TX
01/16/1997 - 10/17/1997
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
TX
10/02/1996 - 02/06/1997
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
CA
11/01/1995 - 09/30/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
05/01/1995 - 11/09/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/20/1993 - 05/08/1995
VICTORIA SECURITIES CORPORATION
IA
Issued 9/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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