Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney James Kleiver is a financial advisor with over nine years of experience in the industry. Rodney is currently registered with B. Riley Wealth Advisors, Inc. and holds a Series 66, Series 7 and Series 6TO licenses. Rodney is also registered as an Investment Advisor Representative in Florida. Prior to joining B. Riley Wealth Advisors, Rodney worked for National Securities Corporation and Prime Capital Services, Inc. Rodney also provides tax preparation and fixed and variable insurance services.
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.
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.
1
2
FL
06/19/2015 - Present
B. Riley Wealth Advisors, Inc. (BONITA SPRINGS FL)
FL
11/22/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BONITA SPRINGS FL)
FL
09/10/2013 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (FORT MYERS FL)
BOTH
Issued 01/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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