Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Rodriguez is a financial advisor at Fidelity Personal AND Workplace Advisors. Andrew has been in the financial services industry for over 6 years. Andrew is licensed in 27 states and holds the following licenses: Series 6, 7, 63, and 66. Andrew is also registered with the Securities Investor Protection Corporation (SIPC). Andrew has a strong background in financial planning, portfolio management, and retirement planning. Andrew has experience working with individuals, families, and businesses. Andrew is committed to helping clients reach their financial goals.
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.
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2
FL
02/10/2022 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
FL
10/08/2018 - 03/10/2020
MORGAN STANLEY (TAMPA FL)
FL
12/12/2017 - 07/27/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 11/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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