Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adin? Claim Your ProfileAdin Rodriguez is an investment advisor representative with IPI Wealth Management, Inc. Adin has been in the financial services industry since 2000. Adin has a wide range of experience with various financial products and services. Adin has worked for several firms in the industry including Nationwide Planning Associates Inc., Oriental Financial Services Corp., OFS Securities, Inc., Wachovia Securities, LLC, and Morgan Stanley DW Inc. Adin is licensed in Florida, Puerto Rico and Virginia. Adin is a Series 7, Series 31, Series 63, and Series 65 licensed professional and is committed to providing excellent service and financial advice to clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
IL
11/18/2020 - Present
IPI Wealth Management, Inc. (DECATUR IL)
PR
03/14/2014 - 10/21/2020
NATIONWIDE PLANNING ASSOCIATES INC. (San Juan PR)
PR
08/09/2013 - 01/10/2014
ORIENTAL FINANCIAL SERVICES CORP. (SAN JUAN PR)
PR
07/19/2007 - 08/08/2013
OFS SECURITIES, INC. (HATO REY PR)
PR
01/09/2004 - 05/18/2007
WACHOVIA SECURITIES, LLC (SAN JUAN PR)
NY
05/09/2000 - 10/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 05/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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