Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Wilcoxen is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Rodney is a registered representative and investment advisor. Rodney has been in the securities industry since September 30, 2000. Rodney has a Series 6, 7, 63, and 65 licenses and has passed the SIE exam. Rodney is licensed in 53 states and is also registered in Texas as an investment advisor. Rodney has experience working with individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Rodney’s services include portfolio management, financial planning, selection of other advisors, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/16/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
FL
01/07/2004 - 09/15/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
CT
05/25/2001 - 07/07/2003
CITISTREET ADVISORS LLC (WINDSOR CT)
NJ
10/17/1996 - 12/14/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 02/06/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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