Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gayle? Claim Your ProfileGayle Marie Rodriguez is an Investment Advisor Representative registered with Edelman Financial Engines in Texas and Arizona. Gayle Marie Rodriguez is a Series 65 licensed professional. She is currently with Edelman Financial Engines since August 2015. Gayle Marie Rodriguez also has previous experience with Financial Engines Advisors L.L.C., and Bank of America. Gayle Marie Rodriguez specializes in providing financial planning, portfolio management for individuals, and pension consulting services.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
05/23/2017 - Present
Edelman Financial Engines (PHOENIX AZ)
IA
Issued 05/23/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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