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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anibal? Claim Your ProfileAnibal Martinez Rodriguez is an investment advisor registered in 53 states. Anibal has a long history in the financial industry, working for CITIGROUP GLOBAL MARKETS INC. and CITI INTERNATIONAL FINANCIAL SERVICES LLC before joining Schwab Wealth Advisory, Inc. in 2020. Anibal has a broad range of experience, holding numerous licenses and designations including the Series 7, 10, 24, 52TO, 53, 65, 66, and SIE exams, along with the Certified Financial Planner and Chartered Financial Consultant designations. Anibal provides financial planning services to individuals 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
06/03/2021 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
TX
01/22/2018 - 08/12/2019
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
PR
06/27/2006 - 01/09/2018
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
PR
11/23/1999 - 06/16/2006
POPULAR SECURITIES, INC. (SANTURCE PR)
IA
Issued 2/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 2/3/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/8/2015
Series 4 - Registered Options Principal Examination
BC
Issued 6/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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