Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Bench is a financial professional with over 35 years of experience in the securities industry. Rodney currently holds a registration with M Holdings Securities, Inc. Rodney has been a Registered Representative and Investment Advisor Representative for over 20 years. Rodney has held prior registrations with several firms and is experienced in providing financial planning, pension consulting, educational seminars, and other related services. Rodney holds Series 7, 24, 63, and 65 licenses and the SIE exam.
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
WA
04/10/2017 - Present
M Holdings Securities, Inc. (Seattle WA)
WA
06/04/2002 - 11/16/2010
RA BENCH (SEATTLE WA)
NY
04/20/1998 - 11/13/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
GA
09/30/1996 - 04/29/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
MA
12/17/1993 - 04/21/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
07/01/1983 - 12/31/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 06/22/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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