Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anabel? Claim Your ProfileAnabel Rodriguez is a Registered Representative of Wells Fargo Clearing Services, LLC. Anabel is a financial advisor located in Fresno, CA. She is licensed to provide investment advice and services in 9 states and is also registered to conduct business in 2 states. Anabel has been in the financial services industry since March 2020. Previously, Anabel was employed at RAYMOND JAMES FINANCIAL SERVICES, INC. and CENTRAL VALLEY COMMUNITY BANK. Anabel holds Series 7TO, Series 66, and SIE licenses. Anabel provides financial planning and investment management services to individuals, families, and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2023 - Present
Wells Fargo Clearing Services, LLC (FRESNO CA)
CA
09/09/2019 - 05/12/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (Clovis CA)
BOTH
Issued 01/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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