Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Ovidio Rodriguez is a financial advisor at Fidelity Personal And Workplace Advisors. Rodriguez has been in the financial services industry for over eight years. Rodriguez is registered with the state of Texas as an investment advisor representative and a broker-dealer. Rodriguez holds the Series 6, 7, 63, and 65 licenses, as well as the SIE designation. Rodriguez is also a Certified Financial Planner. Rodriguez is a licensed agent in Alabama, Colorado, Florida, Iowa, Louisiana, Massachusetts, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, and Washington. Rodriguez has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Rodriguez specializes in providing financial planning, investment management, and retirement planning services. Rodriguez is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
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2
TX
12/11/2019 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
09/04/2015 - 12/13/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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