Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Xavier Rodriguez is a financial advisor registered with Citigroup Global Markets Inc. in Boca Raton, Florida. He is a Series 7, 6, 63, and 66 licensed representative with over 25 years of experience in the financial industry. Fernando has previously held positions at HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., Wachovia Securities, Inc., UBS PaineWebber Inc., and CitiCorp Investment Services. Fernando offers a wide range of financial services, including asset allocation advice, financial planning, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Asset allocation advice
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
FL
01/30/2017 - Present
Citigroup Global Markets Inc. (BOCA RATON FL)
FL
01/01/2005 - 02/23/2017
HSBC SECURITIES (USA) INC. (POMPANO BEACH FL)
NY
01/31/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
MO
01/09/2002 - 01/16/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
09/10/1999 - 01/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/28/1997 - 09/27/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/09/1991 - 12/11/1991
MONY SECURITIES CORP. (NEW YORK NY)
BOTH
Issued 01/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1991
Series 6 - Investment Company Products/Variable Contracts 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
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
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