Rodney Kleiver is a registered investment advisor, based in Bonita Springs, FL, with 12 years of industry experience.
Location
3301 Bonita Beach Road Southwest, Suite 212, Bonita Springs, FL, 34134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rodney sells fixed and variable insurance through B. Riley Wealth Insurance Corporation, dedicating about 10-20% of his time. He also works full-time as a tax planner for B. Riley Wealth Tax Services.
Employment History
Current Registrations
B. Riley Wealth ManagementBroker
B. Riley Wealth Advisors, INC.
Previous Registrations
National Securities CorporationBroker
Prime Capital Services, INC.Broker
State Registrations14 states
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