Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Lee Ownby is a financial advisor who has been working in the industry for over 8 years. Rodney has a Series 7 and SIE license, and is registered as an Investment Advisor Representative in Florida. Rodney is a Certified Financial Planner and specializes in a variety of areas. Rodney has worked at Certified Advisory Corp since 2018. Certified Advisory Corp provides a variety of services to clients, including financial planning, pension consulting, and portfolio management.
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.
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.
Solicitation fees
1
2
FL
01/23/2018 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
CA
05/04/2017 - 12/31/2020
TRANSAM SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Rodney Ownby is the right advisor for you? Invested Better is here to help.
