Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Michael Roberts is a financial advisor registered with Planmember Securities Corp. in Winter Springs, Florida. Rodney has been in the financial industry since 1980. Rodney is a registered representative with FINRA and is licensed to sell securities in Florida. Rodney has experience working with a variety of clients, including individuals, businesses, and retirement plans. Rodney is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Provides investment supervisory 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
FL
10/08/2007 - Present
Planmember Securities Corp. (WINTER SPRINGS FL)
FL
06/30/2004 - 10/09/2007
ING FINANCIAL ADVISERS, LLC (WINTER SPRINGS FL)
CT
03/05/2004 - 06/30/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
CA
09/14/1998 - 03/03/2004
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
NY
01/18/1990 - 09/11/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
10/28/1988 - 01/30/1990
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NA
03/20/1987 - 11/16/1988
FOCUS SECURITIES, INC.
NA
10/09/1980 - 04/02/1987
MANEQUITY, INC.
BC
Issued 01/04/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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