Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Willyerd is a financial advisor at Edelman Financial Engines. Rodney has been in the financial services industry since 2000. Rodney has passed the Series 3, 7, 9, 10, 24, 31, and 66 exams and holds the Certified Financial Planner designation. Rodney has previously worked at TD Ameritrade, Charles Schwab and Co., Inc., and Morgan Stanley DW Inc.
FARMINGTON, UT
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
UT
08/25/2023 - Present
Edelman Financial Engines (FARMINGTON UT)
UT
01/25/2022 - 06/27/2023
CHARLES SCHWAB & CO., INC. (Cottonwood Heights UT)
UT
10/10/2014 - 06/27/2023
TD AMERITRADE, INC. (Cottonwood Heights UT)
NY
02/16/2000 - 04/12/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 3/10/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
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