Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Kirkner is a financial advisor at Grove Point Advisors, LLC with 42 years of experience in the industry. Rodney has been registered with the Securities and Exchange Commission (SEC) since 1979 and currently holds Series 1, 7, 24 and SIE licenses. He is licensed to provide advisory services in Arkansas, Delaware, Maryland, North Carolina and Pennsylvania. Rodney specializes in providing financial advice and services to individuals, businesses, pension and profit-sharing plans, charitable organizations and high-net-worth individuals. Rodney also owns and operates an insurance business under the name Rodney Kirkner, CLU, CHFC.
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
MD
11/27/2023 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
PA
05/20/2013 - 10/02/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (SOUTHAMPTON PA)
PA
01/13/2010 - 12/31/2012
COORDINATED CAPITAL SECURITIES, INC. (WEST CHESTER PA)
PA
03/01/2006 - 04/17/2009
SECURITIES SERVICE NETWORK, INC. (WARRINGTON PA)
PA
05/16/1994 - 03/08/2006
SECURITIES AMERICA, INC. (WARRINGTON PA)
WI
02/04/1988 - 05/19/1994
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
NA
10/27/1986 - 02/05/1988
IRG SECURITIES, INC.
NA
06/15/1979 - 10/23/1986
CAPITAL ANALYSTS, INCORPORATED
BC
Issued 11/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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