Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Rodriguez is a financial advisor with over 20 years of experience in the industry. Currently Edward is registered with Avantax Advisory Services in Scottsdale, AZ. Edward has a strong background in financial planning, investment planning, estate planning, retirement planning, and risk analysis. Edward is also a licensed insurance agent and provides insurance products approved through Avantax. Edward has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
AZ
06/22/2023 - Present
Avantax Advisory Services (Scottsdale AZ)
AZ
12/26/2018 - 06/26/2023
SECURITIES AMERICA, INC. (SCOTTSDALE AZ)
AZ
07/18/2011 - 12/31/2018
QUESTAR CAPITAL CORPORATION (SEDONA AZ)
AZ
08/12/2009 - 07/20/2011
NEXT FINANCIAL GROUP, INC. (GILBERT AZ)
AZ
07/13/2007 - 08/18/2009
LPL FINANCIAL CORPORATION (GILBERT AZ)
AZ
12/01/2006 - 07/26/2007
QUESTAR CAPITAL CORPORATION (MESA AZ)
AZ
08/10/2006 - 12/01/2006
USALLIANZ SECURITIES, INC. (MESA AZ)
AZ
11/16/2005 - 08/14/2006
ROYAL ALLIANCE ASSOCIATES, INC. (MESA AZ)
FL
09/01/2004 - 11/25/2005
GUNNALLEN FINANCIAL, INC (TAMPA FL)
AZ
06/25/2002 - 10/11/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
01/18/2002 - 06/25/2002
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
02/08/2001 - 01/22/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
GA
06/21/1999 - 01/19/2001
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/28/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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