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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 Dir is an investment advisor representative with TLG Advisors, Inc., based in Littleton, CO. Rodney has been in the financial services industry since 1990, and holds the Series 6, 7, 62, 63 and 65 licenses, as well as the SIE. Rodney has extensive experience working with high-net-worth individuals, corporations and pension and profit-sharing plans. Rodney was previously registered with M Holdings Securities, Inc. and Commonwealth Financial Network. Rodney is a dedicated advisor committed to providing clients with the highest level of personalized service and tailored financial guidance.
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.
Placement of institutional funds
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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2
CO
09/21/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
12/03/2012 - 12/31/2019
M HOLDINGS SECURITIES, INC. (VISALIA CA)
CA
03/18/2004 - 12/13/2012
COMMONWEALTH FINANCIAL NETWORK (VISALIA CA)
MO
08/09/1993 - 03/17/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
ND
07/23/1990 - 08/03/1993
ARM SECURITIES CORPORATION (MINOT ND)
IA
Issued 09/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/09/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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