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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Coe is a financial advisor in Plano, Texas, with over 16 years of experience in the industry. Coe is currently registered with Ameriprise Financial Services, LLC and has been with the firm since 2014. Previously, Coe was with WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Coe holds licenses to operate as a broker-dealer and investment advisor representative and holds Series 7, 31, and 66 registrations as well as the SIE exam. Rodney Coe focuses on retirement planning, insurance, and investment management. Coe's services are available to a wide range of clients including individuals, high-net-worth individuals, trusts, estates, businesses, and pension plans.
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.
Asset allocation services
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.
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TX
01/03/2014 - Present
Ameriprise Financial Services, LLC (PLANO TX)
TX
01/01/2008 - 01/10/2014
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
07/25/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MCKINNEY TX)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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