Unclaimed
Rodney Hager is an Investment Advisor Representative registered with Tiaa-Cref Individual & Institutional Services, LLC. Rodney has been in the financial services industry since March 2015 and has an active registration with TIAA-CREF Individual & Institutional Services, LLC and 51 state registrations. Rodney also holds a real estate broker license in North Carolina. The advisor specializes in retirement planning, wealth management, and financial planning.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
01/08/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
03/11/2015 - 07/12/2018
SA STONE WEALTH MANAGEMENT INC. (CORNELIUS NC)
BOTH
Issued 07/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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