Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Rodriguez is a financial advisor with over 10 years of experience in the financial services industry. Daniel is currently registered with Franklin Distributors, LLC. Daniel has been a registered representative with Franklin Distributors, LLC since 2021. Before that, Daniel worked with FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. in St. Petersburg, FL, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Houston, TX. Daniel is licensed to sell securities in 12 states and is a registered representative with FINRA.
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.
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.
1
2
MD
07/07/2021 - Present
Franklin Distributors, LLC (BALTIMORE MD)
FL
08/08/2018 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
08/02/2018 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
TX
03/29/2016 - 05/30/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
02/11/2014 - 02/03/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
FL
03/26/2012 - 01/24/2014
SCOTTRADE, INC. (BRANDON FL)
BOTH
Issued 04/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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