Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Roque is an Investment Advisor Representative with RR Financial Management LLC. Rodney is a registered Investment Advisor in California and has been in the industry since 2014. Rodney has a Series 65 license. Rodney Roque is also a Certified Public Accountant with Rodney Roque CPA APC and has a CFO role with Ruelas Enterprises Inc.
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.
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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CA
08/31/2020 - Present
RR Financial Management LLC (Fresno CA)
IA
Issued 07/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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