Unclaimed
Rodney Craig Jones is a financial advisor with over 24 years of experience in the industry. Rodney is currently registered with Investment Distributors, Inc. Rodney has previously worked with Concourse Financial Group Securities, Inc., Great American Advisors, Inc., Touchstone Securities, Inc., Liberty Life Securities LLC, and Liberty Securities Corporation. Rodney is licensed in Kentucky and Maryland and holds Series 6 and Series 63 licenses as well as the SIE exam.
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.
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.
1
2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
OH
05/04/2010 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (CINCINNATI OH)
OH
09/19/2007 - 03/16/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
05/05/2000 - 09/04/2007
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NH
12/01/1999 - 04/25/2000
LIBERTY LIFE SECURITIES LLC (DOVER NH)
NY
10/20/1997 - 12/01/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
BC
Issued 10/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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