Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Laurenz is an investment advisor representative registered with Flagship Harbor Advisors, LLC. Rodney Laurenz is also registered with the following states: California, Florida, Idaho, Maryland, Massachusetts, Michigan, New Hampshire, New York, and North Carolina. Rodney Laurenz has been in the industry since September 24, 2002. Rodney Laurenz specializes in providing financial planning, educational seminars, and selection of other advisors. Rodney Laurenz also provides portfolio management for individuals and investment companies. Rodney Laurenz has held previous positions at Edward Jones and LPL Financial. Flagship Harbor Advisors, LLC is a registered investment advisor firm with offices in Boston and Somerville. Flagship Harbor Advisors, LLC provides investment advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
06/23/2011 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
MA
09/24/2002 - 05/25/2011
EDWARD JONES (CAMBRIDGE MA)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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