Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felisa? Claim Your ProfileFelisa Lopez Rodriguez is an investment advisor representative with Fidelity Personal and Workplace Advisors. She is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Felisa Lopez Rodriguez's primary focus is portfolio management for individuals and businesses. Felisa Lopez Rodriguez has been working in the financial industry since 2011. She began her career with Commonwealth Financial Network in San Antonio, Texas. Felisa Lopez Rodriguez joined Fidelity in 2012 and moved to Boston, Massachusetts in 2018.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
09/26/2011 - 07/02/2012
COMMONWEALTH FINANCIAL NETWORK (SAN ANTONIO TX)
IA
Issued 05/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Felisa Rodriguez is the right advisor for you? Invested Better is here to help.
