Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eugene Rodriguez is an Investment Advisor Representative at Sensus Wealth Management Group LLC. Daniel has been in the industry since 1997 and is registered with the state of Texas. Sensus Wealth Management Group LLC is a Registered Investment Advisor with the SEC. The firm provides financial and wealth management services to individuals and high net worth individuals. The firm manages approximately $32,115,664 in client assets. Daniel has a Series 6, 7, 24, 63 and 65 license. Daniel also has a current insurance license and receives commissions for policies sold. Daniel is also the Managing Member of SENSUS Capital Group LLC, a limited liability company providing capital formation and management consulting services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
10/07/2013 - Present
Sensus Wealth Management Group LLC (SAN ANTONIO TX)
TX
09/29/2004 - 10/14/2013
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
CO
01/01/2004 - 10/15/2004
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
GA
03/24/1997 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/07/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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