Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Everardo? Claim Your ProfileEverardo Rodriguez is an investment advisor representative for Osaic Wealth, Inc. with 100+ hours dedicated to providing investment-related services. Everardo's investment-related services include insurance, real estate and tax preparation. Everardo is registered in Indiana and has passed both the Series 7TO and SIE exams in addition to the Uniform Combined State Law Examination.
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.
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.
1
2
IN
10/09/2023 - Present
Osaic Wealth, Inc. (PENDLETON IN)
BOTH
Issued 10/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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