Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Mott is a financial advisor with Key Investment Services LLC. Rodney is based in Anacortes, WA, and has 4 years of experience in the financial services industry. Prior to joining Key Investment Services LLC, Rodney was registered with LPL Financial LLC and Thrivent Investment Management Inc. Rodney is a registered representative and investment advisor representative. Rodney's specializations include retirement planning and college savings.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/17/2023 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
10/03/2022 - 08/02/2023
LPL FINANCIAL LLC (BELLINGHAM WA)
WA
02/04/2020 - 10/04/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Anacortes WA)
WA
05/10/2019 - 12/26/2019
FIRST COMMAND FINANCIAL PLANNING, INC. (Oak Harbor WA)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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