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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 Miller is a financial advisor in Birmingham, Alabama. Rodney has been in the financial services industry for over 30 years. Rodney currently works at Osaic Wealth, Inc. Previously, Rodney has worked at Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, The Leaders Group, Inc., Ameritas Investment Corp., Advantage Capital Corporation, Travelers Equities Sales, Inc. and again at Ameritas Investment Corp. Rodney's professional designations include Series 6, SIE and Series 63. Rodney specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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
AL
06/14/2024 - Present
Osaic Wealth, Inc. (Birmingham AL)
AL
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Birmingham AL)
GA
01/21/2016 - 07/17/2020
INVESTACORP, INC. (ATLANTA GA)
GA
09/06/2005 - 12/31/2015
NFP ADVISOR SERVICES, LLC (ATLANTA GA)
CO
01/10/1997 - 09/07/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
NE
06/09/1995 - 12/31/1996
AMERITAS INVESTMENT CORP. (LINCOLN NE)
GA
08/15/1994 - 06/08/1995
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
05/16/1994 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NE
06/15/1993 - 06/24/1994
AMERITAS INVESTMENT CORP. (LINCOLN NE)
BC
Issued 06/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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