Unclaimed
Rodney Clarke Jones has been in the financial services industry since 1983 and is currently a registered representative at Cetera Investment Advisers LLC. Rodney has experience in a variety of financial services roles, including working as a Senior Partner at Jones Financial Partners, as an Independent Insurance Agent, and as the owner of several real estate companies. Rodney is licensed to sell securities and investment advisory services in all 50 states and the District of Columbia.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
06/29/2023 - Present
Cetera Investment Advisers LLC (NORMAN OK)
OK
02/28/1994 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NORMAN OK)
SD
01/30/1991 - 02/23/1994
NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)
TX
06/08/1989 - 04/03/1990
A. B. CULBERTSON AND COMPANY (FORT WORTH TX)
NA
05/05/1987 - 03/23/1989
DEAN WITTER REYNOLDS INC.
NA
02/21/1985 - 05/16/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
05/13/1983 - 03/11/1985
PRUCO SECURITIES CORPORATION
IA
Issued 2/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/5/2002
Series 4 - Registered Options Principal Examination
BC
Issued 5/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/18/1988
Series 3 - National Commodity Futures Examination
BC
Issued 4/28/1988
Series 5 - Interest Rate Options Examination
BC
Issued 2/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 3/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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