Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eugina? Claim Your ProfileEugina Rodriguez is an Investment Advisor Representative and General Securities Principal with J.P. Morgan Securities LLC. Rodriguez has been in the financial services industry since January 21, 1999 and has experience with a wide range of financial products and services, including portfolio management, financial planning and retirement planning. Rodriguez is registered to offer investment advice in multiple states and has a strong track record of helping clients achieve their financial goals. Previously, Rodriguez worked with TIAA-CREF Individual & Institutional Services, LLC and Fidelity Brokerage Services LLC.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
10/21/2021 - Present
J.p. Morgan Securities LLC (PHOENIX AZ)
AZ
04/30/2013 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Phoenix AZ)
CO
06/07/2005 - 06/21/2012
FIDELITY BROKERAGE SERVICES LLC (DENVER CO)
TX
03/18/1997 - 05/11/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Eugina Rodriguez is the right advisor for you? Invested Better is here to help.
