Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Louis Bannister is a financial advisor with over 36 years of experience in the industry. Rodney is currently registered with Osaic Wealth, Inc. in California and several other states. Rodney has a strong background in providing investment advice and financial planning services to individuals, families, and businesses. Rodney is also licensed to provide insurance products. In addition to his current role at Osaic Wealth, Inc., Rodney has held previous positions with Securities America, Inc., Brecek & Young Advisors, Inc., Gore-Horvath, Inc., and Plymouth Securities, Inc.
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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2
CA
06/14/2024 - Present
Osaic Wealth, Inc. (FOLSOM CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (FAIR OAKS CA)
CA
10/01/1996 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (FAIR OAKS CA)
CA
06/08/1987 - 12/15/1997
GORE-HORVATH, INC. (HUNTINGTON BEACH CA)
NA
02/24/1987 - 06/10/1987
PLYMOUTH SECURITIES, INC.
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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