Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernice? Claim Your ProfileBernice L Rodriguez is a registered representative with J.P. Morgan Securities LLC. Bernice has been in the financial services industry since 2003 and holds a Series 6, Series 63, and SIE license. Bernice is registered in Connecticut, Florida, New Jersey, and New York and has specialized in insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. Bernice has a history of working with clients who have more than $50 billion in assets.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2012 - Present
J.p. Morgan Securities LLC (SPRING HILL FL)
FL
11/07/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SPRING HILL FL)
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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