Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Birch is a financial advisor in Greenville, SC, and has been in the industry since July 20, 2008. Rodney is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 7TO, 63, and 65 licenses. Prior to joining Cambridge Investment Research Advisors, Inc., Rodney was employed with Thrivent Investment Management Inc. and Park Avenue Securities LLC. Rodney specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
SC
02/23/2024 - Present
Cambridge Investment Research Advisors, Inc. (Greenville SC)
MN
10/31/2022 - 09/26/2023
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
SC
11/11/2013 - 04/30/2019
PARK AVENUE SECURITIES LLC (GREENVILLE SC)
SC
09/01/2011 - 01/30/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (GREENVILLE SC)
SC
08/24/2007 - 02/22/2011
NYLIFE SECURITIES LLC (GREENVILLE SC)
SC
11/01/2004 - 07/05/2007
MML INVESTORS SERVICES, INC. (SIX MILE SC)
BC
Issued 11/14/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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