Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Keith Dooley is a financial advisor with Cetera Investment Advisers LLC, with over 19 years of experience in the financial services industry. Rodney Dooley is a registered representative with FINRA and is also licensed to provide investment advisory services in South Carolina, Georgia, and North Carolina. He is also a Certified Public Accountant (CPA). In addition to his work at Cetera Investment Advisers, Rodney Dooley also owns and operates Carolina Wealth Management, a financial services firm. He is a Personal Financial Specialist and offers a variety of financial services to individuals and businesses, including financial planning, portfolio management, and tax and accounting 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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (Lexington SC)
SC
08/17/2004 - 09/03/2013
WALNUT STREET SECURITIES, INC. (LEXINGTON SC)
BOTH
Issued 12/2/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rodney Dooley is the right advisor for you? Invested Better is here to help.
