Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney M. Loesch has been in the financial services industry since March 9, 1983. Rodney is a Certified Financial Planner™ professional and has been with LPL Financial LLC since July 21, 2021. Rodney has a broad range of experience and offers financial planning, portfolio management, and investment advisory services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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
MO
07/21/2021 - Present
LPL Financial LLC (LEES SUMMIT MO)
MO
03/07/1997 - 07/21/2021
WADDELL & REED (LEES SUMMIT MO)
TX
10/07/1988 - 03/20/1997
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
TX
12/10/1986 - 10/31/1988
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
NA
05/16/1983 - 12/08/1986
INVESTORS BROKERAGE SERVICES, INC.
NA
01/03/1983 - 03/11/1983
IDS MARKETING CORPORATION
BC
Issued 12/30/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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