Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Morris is an investment advisor representative with over 30 years of experience in the financial services industry. Rodney is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since January 2023. Prior to joining Wells Fargo, Rodney worked at Wells Fargo Clearing Services, LLC from January 2008 to January 2023. Rodney is also a registered representative with Wells Fargo Advisors Financial Network, LLC in Ohio and Texas. Rodney holds the Series 7, Series 63, and SIE licenses. Rodney specializes in providing investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Rodney has a strong track record of success in helping clients 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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
01/09/2023 - Present
Wells Fargo Advisors Financial Network, LLC (AKRON OH)
OH
01/01/2008 - 01/09/2023
WELLS FARGO CLEARING SERVICES, LLC (TOLEDO OH)
OH
10/28/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRLAWN OH)
BC
Issued 11/15/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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