Financial planning is a core focus for Rod for individual clients using products that encompass managed accounts, bonds, mutual funds, risk management and wealth management products where appropriate. He also works with companies on a corporate scale. In addition, he assists clients with their individual and group health and life insurance needs.
Rod is a Registered Representative with LPL Financial and holds FINRA, registrations for series 6 and 65, www.finra.org. He holds his life, health, and variable annuity insurance licenses in the states of Florida, Ohio, and Illinois.
Securities offered through LPL Financial, Memember FINRA/SIPC, www.finra.org , www.sipc.org.
"For a list of states in which I am/we are registered to do business, please visit www.lpl.com"