Unclaimed
Rodney Stone is a financial advisor with over 35 years of experience in the industry. Rodney is currently registered with Colorado Financial Service Corp. and has been with the firm since 2010. Previously, Rodney worked at AMERICAN CLASSIC SECURITIES, INC. and FIRST AMERICAN NATIONAL SECURITIES, INC. Rodney holds Series 6 and Series 63 licenses as well as the SIE exam. Rodney is also a Certified Financial Planner.
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.
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.
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2
SC
01/03/2018 - Present
Colorado Financial Service Corp. (GREENWOOD SC)
SC
05/13/1992 - 10/07/2010
AMERICAN CLASSIC SECURITIES, INC. (GREENWOOD SC)
GA
10/03/1985 - 04/03/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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