Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Caillouet is a financial professional with over 30 years of experience in the financial services industry. Rodney currently works at Northwestern Mutual Investment Services, LLC in Charlotte, NC. Rodney's professional experience also includes a role with ROBERT W. BAIRD & CO. INCORPORATED in Milwaukee, WI. Rodney has a broad base of knowledge in the financial industry, having passed the Series 6, Series 63, and SIE exams. Rodney is licensed in Florida, North Carolina, Oregon, Pennsylvania, and South Carolina.
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.
Investment research; referrals to other advisers
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.
Referral fees
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NC
06/06/1990 - Present
Northwestern Mutual Investment Services, LLC (Charlotte NC)
WI
06/06/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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