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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Viloria is an investment advisor representative and general securities representative registered with Western International Securities, Inc. Rodney has been in the industry since 1998 and has held several roles at different firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, E*TRADE SECURITIES LLC, and TD Ameritrade, Inc. Rodney is registered to provide investment advice in several states, including California, Massachusetts and Washington. In addition to being a registered investment advisor representative, Rodney is also a Series 24 principal, Series 7, Series 31, Series 52TO, and SIE. Rodney is specialized in investment advice and services for individuals, businesses, pension and profit-sharing plans and charitable organizations. Rodney has over 20 years of experience in the securities industry and is committed to providing his clients with the highest level of service.
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.
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2
CA
01/02/2024 - Present
Western International Securities, Inc. (PASADENA CA)
CA
10/08/2015 - 01/02/2018
NATIONAL PLANNING CORPORATION (El Segundo CA)
CA
03/21/2012 - 09/08/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TORRANCE CA)
CA
03/10/2010 - 11/22/2011
E*TRADE SECURITIES LLC (TORRANCE CA)
CA
10/24/2008 - 03/03/2010
TD AMERITRADE, INC. (SANTA MONICA CA)
CA
05/03/2004 - 09/03/2008
COUNTRYWIDE INVESTMENT SERVICES, INC. (TORRANCE CA)
CA
08/15/2003 - 04/27/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/05/2003 - 08/13/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/09/2000 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
TX
10/13/1999 - 01/26/2000
SWS FINANCIAL SERVICES (DALLAS TX)
MN
07/08/1999 - 07/23/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/08/1999 - 07/23/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
01/01/1997 - 12/23/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
04/05/1995 - 12/16/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/08/1994 - 03/06/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NA
06/07/1994 - 06/23/1994
REYNOLDS KENDRICK STRATTON, INC.
IA
Issued 06/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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