Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Kim Suzuki is a financial advisor at Park Avenue Securities LLC. Rodney Kim Suzuki has been in the financial industry since December 31, 2007. Rodney Kim Suzuki is registered in California as a broker and an investment advisor representative. Rodney Kim Suzuki has experience with a variety of financial products and services, including financial planning, portfolio management for individuals, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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CA
06/22/2023 - Present
Park Avenue Securities LLC (CAMPBELL CA)
CA
03/04/2022 - 11/10/2022
CUSO FINANCIAL SERVICES, L.P. (SAN FRANCISCO CA)
CA
09/29/2021 - 03/04/2022
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
CA
01/05/2018 - 08/20/2021
PRUCO SECURITIES, LLC. (Walnut Creek CA)
CA
06/06/2011 - 01/10/2018
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
TX
02/07/2001 - 03/31/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2011
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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