Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodney? Claim Your ProfileRodney Filasky is a financial advisor with over 30 years of experience in the industry. Rodney currently works at LPL Financial LLC in Palm Beach Gardens, FL. Prior to joining LPL Financial LLC, Rodney worked at Invest Financial Corporation in Palm Beach Gardens, FL for over 20 years. Rodney holds multiple licenses and certifications, including Series 7, Series 24, and Series 63. Rodney also specializes in providing financial advice to a variety of clients, including individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/15/2018 - Present
LPL Financial LLC (PALM BEACH GARDENS FL)
FL
05/11/1995 - 02/14/2018
INVEST FINANCIAL CORPORATION (PALM BEACH GARDENS FL)
NA
08/19/1994 - 05/09/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
WI
06/13/1991 - 08/05/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
03/22/1991 - 04/11/1991
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
07/11/1988 - 04/01/1991
G. K. SCOTT & CO., INC. (PLAINVIEW NY)
NA
08/19/1987 - 07/18/1988
BROWNSTONE-SMITH SECURITIES CORP.
NA
07/20/1987 - 09/16/1987
THE JAMESON GROUP, INC.
NA
08/21/1986 - 07/31/1987
THE STUART-JAMES COMPANY, INC.
BC
Issued 08/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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