Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Clarke Jones is an investment advisor representative with Cetera Investment Advisers LLC based in Norman, Oklahoma. Rodney has been in the financial services industry since 1984 and is licensed to provide investment advisory services in Oklahoma and Texas. Rodney has a strong background in investment management, with experience in both individual and business portfolio management, and offers comprehensive financial planning services to clients.
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 02/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2002
Series 4 - Registered Options Principal Examination
BC
Issued 05/13/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1988
Series 3 - National Commodity Futures Examination
BC
Issued 04/28/1988
Series 5 - Interest Rate Options Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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