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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 Lavell Kelley is a financial advisor registered with Fidelity Personal And Workplace Advisors. Rodney Lavell Kelley has been in the financial industry since January 9, 2020, and has held both Series 66 and 63 exams as well as Series 9, Series 10, Series 7TO and SIE exams. Rodney Lavell Kelley is registered with the State of Florida as a Registered Investment Advisor (IA) and a Registered Representative (RR) and the State of Texas as a IA and a RR. Rodney Lavell Kelley's current employer is Fidelity Personal And Workplace Advisors, located at 4601 Touchton Rd East, Bldg 400 in Jacksonville, FL.
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.
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
FL
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 05/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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