Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Wayne Hotz is an Investment Advisor Representative at Momentum Independent Network Inc. Rodney has over 40 years of experience in the financial services industry. Rodney has passed the Series 3, 7, 8, 63, and 65 exams, and holds registrations in several states. Rodney specializes in providing financial planning and investment advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
03/19/2013 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
02/14/2003 - 12/31/2009
SOUTHWEST SECURITIES, INC. (DALLAS TX)
NY
01/27/1995 - 02/21/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/13/1983 - 02/01/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
03/01/1983 - 11/30/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 07/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1988
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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