Broker Check
Rodney Medina

Rodney Medina

Co-Founding Partner

Rodney first began his career in the financial services industry in 1988 with Prudential Financial Services. In 1994 he joined Citicorp Investment Services as an Investment Consultant, where he specialized in Investment and Retirement Planning.

The acquisition of Citicorp Investment Services by Smith Barney, revolutionized his focus and practice by adding comprehensive wealth management capabilities.

In 2009, determined to continue to objectively serve his clients needs, Rodney joined LPL Financial, the largest independent Broker Dealer in the United States* and became a co-founding partner in the MK Financial Group, LLC.

Rodney holds the following Securities Registrations with LPL Financial:

Series  7 - General Securities Representative - 1988
Series 24 - General Securities Principal - 1996
Series 63 - Uniform Securities State Law - Blue Sky Law - 1988
Series 65 - Uniform Investment Advisor -  2003

Rodney also received his Financial Planning Specialist Designation with Smith Barney in 2008.

Rodney holds the New York State and New Jersey Life insurance, Health Insurance and Variable Annuity Licenses.

Rodney currently resides in Millstone Twp, NJ with his wife Gina, their 2 daughters, Taylor and Kristen, their dog Princess Fiona and their 2 cats Chloe and Sofia.

*As reported by Financial Planning magazine, June 1996-2018, based on total revenue