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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Belinda? Claim Your ProfileBelinda Rodriguez is a financial advisor with Morgan Stanley, a leading global financial services firm. With over 20 years of experience in the industry, Belinda has a deep understanding of investment strategies and financial planning. Belinda is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals. She is a registered representative with FINRA and is licensed in multiple states. Belinda holds the Series 7 and Series 63 licenses, as well as the Securities Industry Essentials (SIE) exam. Belinda has a strong track record of success and is dedicated to helping her clients build a secure financial future.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
06/01/2009 - Present
Morgan Stanley (Aventura FL)
NY
05/23/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/27/2006 - 05/30/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
FL
07/12/2004 - 01/17/2006
BLUE CAPITAL SECURITIES, INC. (BRANDENTON FL)
NJ
04/05/2004 - 06/07/2004
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
FL
04/15/2003 - 04/05/2004
BLUE CAPITAL SECURITIES, INC. (BRANDENTON FL)
NY
04/15/2002 - 10/11/2002
HERZOG, HEINE, GEDULD, LLC (NEW YORK NY)
BC
Issued 06/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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