Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ceferino? Claim Your ProfileCeferino Rodriguez is a financial advisor with Truist Advisory Services, Inc., based in Lutz, FL. Ceferino has been in the financial industry since 1999 and holds a variety of licenses and certifications, including the Series 3, 7, 9, 10, 24, 52TO, 53, 55, 57TO, and 66. Ceferino has experience working with a range of clients, including individuals, corporations, and charitable organizations. Ceferino's specializations include portfolio management, financial planning, and selection of other advisors. Ceferino is committed to providing personalized financial advice to help clients achieve 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.
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.
Wrap fee product and financial profiling services using desktop software
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
07/15/2021 - Present
Truist Advisory Services, Inc. (LUTZ FL)
FL
02/25/2019 - 07/13/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
11/03/2016 - 12/31/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
11/30/2015 - 10/24/2016
INVESTACORP, INC. (MIAMI FL)
FL
05/18/2011 - 09/08/2015
LPL FINANCIAL LLC (TAMPA FL)
FL
02/24/2010 - 03/18/2010
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
01/20/2003 - 02/25/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
NY
02/15/2001 - 08/05/2002
GERARD KLAUER MATTISON & CO., INC. (NEW YORK NY)
CT
02/24/2000 - 12/22/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
CA
05/25/1999 - 02/09/2000
TRADEWELL DISCOUNT INVESTING, LLC (SAN DIEGO CA)
NY
03/20/1999 - 05/25/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
10/24/1997 - 03/30/1999
TRADEWELL DISCOUNT INVESTING, LLC (SAN DIEGO CA)
NY
03/04/1997 - 08/06/1997
MURIEL SIEBERT & CO., INC. (NEW YORK NY)
BOTH
Issued 09/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/10/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2000
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/30/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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