Unclaimed
Rodney Knappick is a financial advisor with USAA Investment Services Co. based in San Antonio, TX. Rodney has been in the industry since 2005 and holds licenses for Series 6, 7, 63 and 66 exams. Rodney previously worked with USAA Financial Advisors, Inc., and AllianceBernstein Investments, Inc.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
01/08/2018 - Present
Usaa Investment Services Co. (SAN ANTONIO TX)
TX
07/29/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
05/25/2005 - 07/15/2014
ALLIANCEBERNSTEIN INVESTMENTS, INC. (SAN ANTONIO TX)
BOTH
Issued 11/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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