Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elvis? Claim Your ProfileElvis Rodriguez is a registered representative with CBRE Capital Advisors, Inc. in New York, NY. Elvis has been in the industry since July 2, 2015. Elvis has passed the Series 63, Series 7TO, Series 87, Series 55, and Series 7 exams. Elvis has also previously worked for firms including BOFA SECURITIES, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, GOLDMAN, SACHS & CO. and BARCLAYS CAPITAL INC..
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.
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.
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2
NY
11/18/2022 - Present
Cbre Capital Advisors, Inc. (NEW YORK NY)
NY
06/27/2019 - 05/17/2022
BOFA SECURITIES, INC. (NEW YORK NY)
NY
06/27/2019 - 07/02/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/15/2011 - 03/05/2015
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
09/08/2010 - 09/13/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 07/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/07/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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