Unclaimed
Rodney Amicone is a financial advisor with over 15 years of experience in the financial services industry. Rodney is a Registered Representative of Innovation Partners LLC and an Investment Advisor Representative of IP Financial Advisory Services LLC. Rodney is a Series 6 and Series 63 licensed professional with the SIE. Rodney is committed to providing personalized financial planning and investment management services to help individuals and families achieve their financial goals. Rodney is a highly experienced and qualified financial advisor, with expertise in retirement planning, portfolio management, and financial consulting. Rodney's goal is to help clients make informed financial decisions and develop a comprehensive financial plan that is tailored to their unique needs and objectives.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
FL
04/05/2024 - Present
IP Financial Advisory Services LLC (Palm Harbor FL)
FL
11/02/2018 - 03/05/2024
OSAIC WEALTH, INC. (PALM HARBOR FL)
FL
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (PALM HARBOR FL)
FL
05/04/2015 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (Tampa FL)
FL
09/30/2011 - 05/11/2015
FSC SECURITIES CORPORATION (CLEARWATER FL)
FL
07/25/2011 - 09/13/2011
MORGAN KEEGAN & COMPANY, INC. (TAMPA FL)
FL
11/17/2008 - 07/22/2011
LPL FINANCIAL LLC (CLEARWATER FL)
FL
06/25/2008 - 12/11/2008
FIRST COMMAND FINANCIAL PLANNING, INC. (PALM HARBOR FL)
BC
Issued 09/09/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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