Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Davis is a financial professional with over 20 years of experience in the industry. Rodney has been with Stifel, Nicolaus & Company, Inc. since July 2007. Prior to that, Rodney held positions at Ryan Beck & Co. and LaSalle Financial Services, Inc.. Rodney is a Series 7 and Series 63 licensed professional. Rodney is registered in the state of Florida and California. Rodney specializes in providing financial advice to individuals, businesses, and institutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/31/2007 - Present
Stifel, Nicolaus & Company, Inc. (BOCA RATON FL)
FL
11/03/2005 - 07/31/2007
RYAN BECK & CO. (BOCA RATON FL)
IL
06/01/2001 - 11/17/2005
LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)
CT
05/12/1998 - 06/06/2001
ABN AMRO INCORPORATED (STAMFORD CT)
IL
07/14/1995 - 05/21/1998
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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