Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Tracey Flannery is a financial advisor with Souders Financial Advisors, LLC. Rodney is registered in Florida, Ohio and Texas. Rodney is also a board member of the Ohio Masonic Home Foundation. Rodney has been in the financial industry since 2008. Rodney is a registered representative with the Financial Industry Regulatory Authority (FINRA). Rodney holds Series 66, Series 7, and SIE licenses. Souders Financial Advisors, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). The firm provides financial planning, portfolio management, pension consulting, and educational seminars.
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.
1
2
OH
06/05/2023 - Present
Souders Financial Advisors, LLC (Columbus OH)
OH
07/31/2012 - 09/09/2019
LPL FINANCIAL LLC (COLUMBUS OH)
OH
07/01/2010 - 07/31/2012
NATIONAL PLANNING CORPORATION (DUBLIN OH)
OH
09/30/2008 - 07/12/2010
AMERITAS INVESTMENT CORP. (COLUMBUS OH)
BOTH
Issued 05/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rodney Flannery is the right advisor for you? Invested Better is here to help.
