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RM

Rodney P. Michel

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CRD#: 1275392
RM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rodney Preston Michel, who also goes by Rod Michel, was a registered financial professional .

Rodney is a previously registered financial professional and started their career in finance in 1989. Rodney had worked at 12 firms and has passed the Series 63, SIE, Series 55, Series 7, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rod Michel

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 10, 1998 - December 12, 2014

WORLD TRADE FINANCIAL CORPORATION

BD
CRD#: 42638
SAN DIEGO, CA
Past

March 25, 1997 - June 19, 1998

DEL MAR FINANCIAL SERVICES, INCORPORATED

BD
CRD#: 34638
IRVINE, CA
Past

March 21, 1996 - January 24, 1997

CENTEX SECURITIES, INCORPORATED

BD
CRD#: 18493
LA JOLLA, CA
Past

October 13, 1995 - March 18, 1996

T.L. GROUP, INC.

BD
CRD#: 22097
FORT WORTH, TX
Past

June 7, 1993 - August 23, 1995

PACIFIC CORTEZ SECURITIES INCORPORATED

BD
CRD#: 24341
SAN DIEGO, CA
Past

June 18, 1992 - July 12, 1993

KENNEDY, CABOT & CO.

BD
CRD#: 2417
BEVERLY HILLS, CA
Past

April 6, 1992 - April 15, 1992

SECURITIES RESOLUTION CORPORATION

BD
CRD#: 7119
MINNEAPOLIS, MN
Past

January 2, 1992 - March 17, 1992

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

September 17, 1991 - October 2, 1991

M.C. FINANCIAL CORPORATION

BD
CRD#: 26076
LA JOLLA, CA
Past

May 25, 1990 - September 3, 1991

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

June 23, 1989 - June 22, 1990

REMINGTON SECURITIES, INC.

BD
CRD#: 16695
Past

April 26, 1989 - May 3, 1989

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/18/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/27/2000
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WT
WORLD TRADE FINANCIAL CORPORATION
AMBER SECURITIES CORPORATION | WORLD TRADE FINANCIAL CORPORATION

CRD#: 42638 / SEC#: , 8-49944

BD
Terminated by SEC on 02/10/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Nevada since 07/18/1996
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MICHEL, RODNEY PRESTONCEO/PRESIDENT1275392
MICHEL, RODNEY PRESTONFINOP1275392
ADAMS, JASON TROYVICE PRESIDENT2137404
BLUE DIAMOND CAPITAL, LLCSHAREHOLDER/OWNER
DOLAN, JAMES MICHAELCHIEF COMPLIANCE OFFICER1089125

Disclosures


Regulatory Event9

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD TRADE FINANCIAL CORPORATION

CRD#: 42638

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