Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Medina is a financial advisor with LPL Financial LLC. Rodney has been in the financial industry since 1988 and is registered in 14 states. Rodney has a wide range of experience in the financial industry, and has previously worked for firms such as Citigroup Global Markets Inc., CitiCorp Investment Services, Financial Horizons Securities Corporation, and The Prudential Insurance Company of America. Rodney holds Series 7, 24, 63, and 65 licenses. Rodney specializes in working with individuals, corporations, investment clubs, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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
NY
08/03/2021 - Present
LPL Financial LLC (STATEN ISLAND NY)
NY
05/29/2007 - 06/16/2009
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NY
07/29/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (STATEN ISLAND NY)
NA
02/21/1994 - 05/25/1999
CITICORP INVESTMENT SERVICES
NA
12/20/1994 - 07/17/1995
FINANCIAL HORIZONS SECURITIES CORPORATION
NJ
10/05/1989 - 03/10/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/05/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
07/20/1988 - 08/23/1989
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 02/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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