linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Sydnie Rohme

Wedbush Securities Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sydnie? Claim Your Profile

About Sydnie Rohme

Sydnie Rohme is a financial professional with Wedbush Securities Inc. Sydnie holds the SIE, Series 86 and Series 87 licenses. Sydnie has been in the industry since 2023 and joined Wedbush Securities Inc. in May 2024. The branch office for Sydnie Rohme is located in New York, NY.

Firm Information

Sydnie Rohme is currently registered with Wedbush Securities Inc.. Wedbush Securities Inc. is a corporation formed in 1966 and headquartered in Los Angeles, California. The firm provides financial planning, pension consulting, and educational seminars, in addition to portfolio management services for individuals, businesses, and other investment advisors. They operate in all 50 states and are registered with the SEC and all 52 state securities regulators. With over 500 registered representatives and approximately $1 billion - $10 billion in assets under management, Wedbush Securities Inc. is a well-established firm serving a diverse client base.
Wedbush Securities Inc.

ATTN: COMPLIANCE DEPT.

LOS ANGELES, CA 90017

$5.74B

Assets Under Management

Not reported

Total Clients

369

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sydnie Rohme’s Registration & Firm History

NY

05/06/2024 - Present

Wedbush Securities Inc. (New York NY)

Not sure if Sydnie Rohme is right for you?

Licenses & Designations

BC

Issued 05/05/2024

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/03/2024

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 06/01/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sydnie Rohme.
Not sure if Sydnie Rohme is right for you?