Unclaimed
Rodney Talbot is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Winter Garden, FL. Rodney has been in the financial services industry since 1981. Rodney holds the Series 4, 7, 15, 24, 31, 52, 53, 63 and 65 licenses and has passed the SIE exam. Rodney is registered with the state of Florida as a Registered Investment Advisor. Rodney has been associated with Raymond James Financial Services Advisors, Inc. since 2009. In addition to working as a financial advisor, Rodney also operates Talbot Asset Management, a marketing company that supports Raymond James. Rodney is also a member of the advisory board for Southern Illinois University and the Tau Kappa Epsilon fraternity.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/18/2018 - Present
Raymond James Financial Services Advisors, Inc. (WINTER GARDEN FL)
MO
09/04/1990 - 08/09/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
NA
03/04/1988 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
NA
06/25/1987 - 03/05/1988
MOSELEY SECURITIES CORPORATION
NA
03/23/1981 - 07/02/1987
E. F. HUTTON & COMPANY INC
IA
Issued 12/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2003
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/16/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 07/12/1982
Series 5 - Interest Rate Options Examination
BC
Issued 03/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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