Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ezequiel? Claim Your ProfileEzequiel Rodriguez is a financial advisor with LPL Financial LLC. Ezequiel is licensed to provide financial advice in California and Texas. Ezequiel has worked with JP Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated in the past. Ezequiel has a background in the financial services industry and holds Series 7TO, SIE and Series 66 licenses. Ezequiel is dedicated to providing personalized financial advice and has a passion for helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
11/21/2024 - Present
LPL Financial LLC (ANAHEIM CA)
CA
01/31/2023 - 09/03/2024
J.P. MORGAN SECURITIES LLC (Irvine CA)
CA
07/11/2022 - 01/25/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ANA CA)
BOTH
Issued 08/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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