Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Steven Acord is a financial advisor with Osaic Wealth, Inc. based in Fairfield, CA. Rodney has over 28 years of experience in the financial services industry. Rodney's experience includes providing financial planning, investment management, and pension consulting services to individuals, businesses, and retirement plans. Rodney is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and holds Series 6, 7, 63, and 65 licenses. Rodney is also a Chartered Financial Consultant (ChFC).
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
CA
01/24/2025 - Present
Osaic Wealth, Inc. (FAIRFIELD CA)
IN
11/08/1995 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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