Unclaimed
Rodney McKine is a financial advisor with Wells Fargo Clearing Services, LLC. Rodney has been in the industry since 2003 and has worked with a variety of clients, including individuals, families, businesses, and institutions. Rodney is registered with FINRA and holds the Series 7, Series 26, Series 63, and Series 65 licenses. Rodney is also a registered investment advisor in multiple states. Rodney specializes in retirement planning, investment management, and financial planning.
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.
1
2
GA
11/24/2019 - Present
Wells Fargo Clearing Services, LLC (SMYRNA GA)
GA
02/23/2007 - 03/31/2015
SUNTRUST INVESTMENT SERVICES, INC. (STOCKBRIDGE GA)
MO
02/06/2003 - 02/15/2007
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
IA
Issued 04/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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