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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Cook is a financial advisor with Valmark Advisers, Inc. with 13 years of experience in the financial services industry. Rodney holds the Series 66, Series 7, and SIE securities licenses and is a Certified Financial Planner. Rodney has been registered with Valmark Advisers, Inc. since July of 2016. Valmark Advisers, Inc. is a Registered Investment Advisor with offices in Akron, Ohio and Bend, Oregon. Valmark Advisers, Inc. has over 323 clients and manages approximately $7 billion in assets. Rodney's specialties include financial planning, pension consulting, portfolio management, selection of other advisors, and consulting.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OR
09/24/2024 - Present
Valmark Advisers, Inc. (BEND OR)
CA
10/01/2012 - 07/26/2016
J.P. MORGAN SECURITIES LLC (TORRANCE CA)
CA
06/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
CA
11/16/2009 - 02/04/2010
EDWARD JONES (FOUNTAIN VALLEY CA)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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