Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin Rodriguez is a financial advisor with Captrust. Edwin has been in the financial services industry for over 40 years. Edwin has a broad range of experience in the industry. Edwin holds a Series 63 and Series 65 licenses. In addition to working with Captrust, Edwin also serves as a director for several companies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
03/01/2022 - Present
Captrust (Boca Grande FL)
LA
08/02/1982 - 06/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
NA
08/24/1979 - 08/05/1982
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INCORPORATED
NA
12/18/1972 - 09/13/1979
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
12/18/1972 - 12/31/1972
BACHE & CO., INCORPORATED
IA
Issued 03/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 06/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 05/02/1977
PC - AMEX Put and Call Exam
BC
Issued 05/01/1972
Series 1 - Registered Representative Examination
Active
Inactive
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