Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Jarrell is an Investment Advisor Representative at Simplicity Wealth. Rodney has been in the industry for 10+ years and has a strong background in financial planning, portfolio management, and insurance. Rodney is a Certified Financial Planner and holds a Series 65 license. Rodney is also an Adjunct Professor at the University of Dallas. Rodney's experience and knowledge make him well-equipped to help individuals and families achieve their financial goals.
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.
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.
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NJ
08/13/2019 - Present
Simplicity Wealth (SUMMIT NJ)
IA
Issued 08/12/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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