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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Woodley is a financial advisor with over 35 years of experience in the industry. Rodney is currently registered with Morgan Stanley, a leading financial services firm, serving clients in Florida, Indiana, Iowa, and Texas. Prior to joining Morgan Stanley, Rodney held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc., Citigroup Global Markets Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Rodney has a strong background in investment management and financial planning and holds Series 6, 7, and 63 licenses as well as the Securities Industry Essentials Examination. Rodney is a specialist in portfolio management for individuals, businesses, and investment companies. He is also experienced in financial planning, pension consulting, and educational seminars. Rodney is committed to providing his clients with personalized financial advice and strategies 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IA
03/18/2022 - Present
Morgan Stanley (Davenport IA)
IA
12/02/2013 - 03/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAVENPORT IA)
IA
10/04/2006 - 12/10/2013
UBS FINANCIAL SERVICES INC. (DAVENPORT IA)
IA
08/09/1993 - 10/12/2006
CITIGROUP GLOBAL MARKETS INC. (DAVENPORT IA)
MN
12/05/1986 - 08/13/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/05/1986 - 08/13/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 11/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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