Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Carlos Rodriguez is a financial advisor with over 17 years of experience in the industry. Daniel is currently registered with Osaic Advisory Services, LLC and has held previous registrations with several other firms including Triad Advisors LLC, Goldman Sachs & Co. LLC, Mercer Allied Company, L.P., Cetera Advisor Networks LLC, Girard Securities, Inc., AXA Advisors, LLC and ING Financial Partners, Inc. Daniel has a wide range of experience, having worked with individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Daniel specializes in providing financial planning, portfolio management, and other advisory services to a diverse clientele. Daniel offers a variety of compensation arrangements including fixed fees, hourly charges, and a percentage of 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.
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.
1
2
FL
09/26/2023 - Present
Osaic Advisory Services, LLC (Plantation FL)
FL
09/26/2023 - 08/23/2024
TRIAD ADVISORS LLC (Plantation FL)
FL
09/04/2020 - 10/27/2023
GOLDMAN SACHS & CO. LLC (FORT LAUDERDALE FL)
FL
09/04/2020 - 10/27/2023
MERCER ALLIED COMPANY, L.P. (FORT LAUDERDALE FL)
FL
10/25/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FT. LAUDERDALE FL)
FL
02/19/2015 - 11/01/2017
GIRARD SECURITIES, INC. (FT. LAUDERDALE FL)
FL
05/06/2013 - 02/09/2015
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
09/06/2006 - 05/02/2013
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
BC
Issued 11/06/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Daniel Rodriguez is the right advisor for you? Invested Better is here to help.
