Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Wangler is a financial advisor with LPL Financial LLC. Rodney has been in the financial services industry since 1996 and has experience with a variety of firms, including Securities America, Inc. and SII Investments, Inc. Rodney is registered to provide investment advice and securities brokerage services in several states including Washington, Oregon, California, and Nevada. Rodney specializes in providing financial planning, portfolio management, and other non-discretionary advisory services to a variety of clients, including individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
11/30/2022 - Present
LPL Financial LLC (VANCOUVER WA)
WA
10/17/2017 - 11/29/2022
SECURITIES AMERICA, INC. (VANCOUVER WA)
WA
11/11/2003 - 10/18/2017
SII INVESTMENTS, INC. (VANCOUVER WA)
MO
01/07/2003 - 11/12/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
OH
02/15/2002 - 12/31/2002
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
09/29/2000 - 03/28/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
11/11/1996 - 10/02/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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