Unclaimed
Rodney Jensen is a registered investment advisor representative with Charles Schwab & Co., Inc. Rodney has been in the financial services industry since 1982, holding previous positions with TD Ameritrade, Inc., Gans Securities Corporation, F & G Securities, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Rodney is licensed in Nebraska and has a wide range of experience in the financial services industry. He is an active member of the financial community.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NE
09/30/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
05/14/2008 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
NA
06/22/1990 - 01/08/1991
GANS SECURITIES CORPORATION
NA
05/08/1989 - 02/17/1990
F & G SECURITIES, INC.
NA
09/13/1982 - 02/13/1989
EQUICO SECURITIES, INC.
NA
09/13/1982 - 02/13/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 03/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1989
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/11/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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