Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Breyer is a financial advisor with over 35 years of experience. Rodney has been registered with the Securities and Exchange Commission (SEC) since 1987. Rodney is currently registered with Osaic Wealth, Inc. in Pennsylvania and Tennessee. Rodney has also been registered with Securities America, Inc., American Portfolios Financial Services, Inc., Equity Services, Inc., and The Equitable Life Assurance Society of the United States. Rodney is also a Chartered Financial Consultant. Rodney offers a variety of financial services to individuals and businesses, including financial planning, pension consulting, and portfolio management.
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
PA
06/14/2024 - Present
Osaic Wealth, Inc. (WYOMISSING PA)
PA
10/31/2018 - 06/14/2024
SECURITIES AMERICA, INC. (WYOMISSING PA)
PA
08/31/2007 - 11/05/2018
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Wyomissing PA)
PA
09/21/2000 - 09/04/2007
SECURITIES AMERICA, INC. (READING PA)
VT
05/02/1995 - 09/28/2000
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
01/13/1987 - 04/11/1995
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/13/1987 - 04/11/1995
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rodney Breyer is the right advisor for you? Invested Better is here to help.
