Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Williams is a financial advisor at Sentry Equity Services, Inc. located in Stevens Point, WI. Rodney is licensed in Florida and has been in the industry since 2009. Rodney has experience with various types of financial products and services, and holds Series 6, 26, 51, and 63 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.
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.
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2
WI
10/28/2022 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
FL
08/15/2014 - 11/11/2020
ALLSTATE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
11/26/2013 - 07/03/2014
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
FL
04/28/2009 - 08/13/2012
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
BC
Issued 05/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/12/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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