Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Boelter is a financial advisor with over 20 years of experience in the industry. Rodney is currently registered with Osaic Wealth, Inc. and has previous experience with MML Investors Services, LLC, MSI Financial Services, Inc., AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Rodney is a Chartered Financial Consultant and holds Series 6, 7, 24, 63, and 65 licenses.
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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AZ
06/08/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
03/25/2017 - 08/02/2021
MML INVESTORS SERVICES, LLC (SCOTTSDALE AZ)
AZ
12/03/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (TEMPE AZ)
AZ
03/29/1999 - 12/09/2008
AXA ADVISORS, LLC (PHOENIX AZ)
NY
03/29/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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