Unclaimed
Rodney Lynn Schmitz is a financial advisor associated with PFS Investments Inc. Rodney has been in the financial services industry since April 2003. Rodney is licensed in 14 states and is registered with the state of Minnesota as an Investment Advisor Representative. Rodney has passed the Securities Industry Essentials Exam (SIE), the Series 6, and the Series 63 exams. Rodney is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
12/10/2013 - Present
PFS Investments Inc. (COON RAPIDS MN)
BC
Issued 05/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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