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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 Owen Graham is a financial advisor with Osaic Wealth, Inc. Rodney is an experienced professional in the financial services industry. Rodney has been active in the industry since 2007, and has been registered with Osaic Wealth, Inc. since January 2024. Previously, Rodney was affiliated with Woodbury Financial Services, Inc. Rodney has a broad range of experience in financial planning, portfolio management, and investment advisory services. Rodney holds a number of licenses and certifications, including the Series 6, Series 7, Series 63, and Series 66. Rodney provides financial advice to a variety of clients, including individuals, families, businesses, and retirement plans. Rodney is committed to helping his clients 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.
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.
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2
MO
09/26/2024 - Present
Osaic Wealth, Inc. (OSAGE BEACH MO)
MO
08/16/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OSAGE BEACH MO)
CO
06/26/2007 - 03/31/2010
WELLS FARGO ADVISORS, LLC (COLORADO SPRINGS CO)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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