Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellis? Claim Your ProfileEllis Rodriguez is a financial advisor with PFS Investments Inc. in Palm Beach Gardens, FL. Ellis Rodriguez holds Series 6, 26, and 63 securities licenses. Ellis Rodriguez is also registered to sell securities in Florida, Iowa, Kentucky, New York, and Texas. Ellis Rodriguez has been in the securities industry since 2011. Ellis Rodriguez specializes in portfolio management for individuals.
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.
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2
FL
08/23/2011 - Present
PFS Investments Inc. (PALM BEACH GARDENS FL)
BC
Issued 12/06/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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