Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Rodriguez is a registered representative with Fidelity Personal and Workplace Advisors. Bryan has been in the financial services industry since 2015. Bryan is registered with the Securities and Exchange Commission (SEC) and holds the Series 63 and Series 65 licenses. Bryan is located in Salt Lake City, UT and serves clients in Texas and Utah. Bryan specializes in providing financial planning, educational seminars and selection of other advisors. Fidelity Personal and Workplace Advisors has approximately $1 billion to $10 billion in assets under management.
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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UT
10/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
Active
Inactive
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