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Eric J. Rodriguez

PNC Investments

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About Eric J. Rodriguez

Eric Rodriguez is a financial advisor who has been in the industry since 2005. Eric has a Series 7, Series 6, and Series 66 license and is registered with the state of Texas. Eric is currently employed by PNC Investments. Previously, Eric was employed by BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., and Guaranty Brokerage Services, Inc. Eric specializes in providing investment advice to individuals, businesses, and institutions.

Firm Information

Eric Rodriguez is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Eric Rodriguez’s Registration & Firm History

TX

08/19/2021 - Present

PNC Investments (SAN ANTONIO TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (SAN ANTONIO TX)

TX

03/11/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

TX

05/26/2005 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 07/01/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/25/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Eric J. Rodriguez. Review regulatory record here.
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