Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francois? Claim Your ProfileFrancois Rodriguez is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Francois is based in JACKSONVILLE, FL and has been in the industry since 2001. Francois is registered with FINRA and is licensed in 53 states. Francois has a wide range of experience in the financial services industry, including experience with Chase Investment Services Corp. and J. P. Morgan Invest, LLC. Francois holds the Series 7, Series 63, and Series 66 licenses. Francois specializes in portfolio management for individuals and businesses, as well as pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
02/28/2006 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
IL
06/17/2005 - 12/06/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
MA
04/24/2002 - 06/13/2005
J. P. MORGAN INVEST, LLC (BOSTON MA)
FL
07/20/2000 - 08/07/2001
GUNNALLEN FINANCIAL, INC (TAMPA FL)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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