Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Rich has been in the financial services industry since 1984. Rodney is currently registered with Ameriprise Financial Services, LLC in Bellevue, WA. Rodney has also been registered with a number of other firms, including MetLife Securities Inc. and Metropolitan Life Insurance Company. Rodney is licensed to provide investment advisory services in 11 states. Rodney specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation services
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
WA
05/13/2016 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
03/23/2001 - 05/05/2016
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
03/23/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BELLEVUE WA)
MN
08/13/1997 - 03/30/2001
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
03/04/1996 - 11/07/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
12/03/1993 - 02/08/1995
MANEQUITY, INC. (BOSTON MA)
AZ
01/17/1990 - 12/03/1991
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NA
08/25/1980 - 12/14/1989
MONARCH SECURITIES, INC.
IA
Issued 11/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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