Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gilberto? Claim Your ProfileGilberto Lazaro Rodriguez is a financial professional with over 30 years of experience in the financial services industry. Gilberto is currently registered with State Farm VP Management Corp. in Florida. Before joining State Farm VP Management Corp., Gilberto was registered with J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP. and CITIGROUP GLOBAL MARKETS INC. Gilberto has held several licenses and registrations over the years. Gilberto holds Series 7, 9, 10, 24, 63, and 66 licenses. Gilberto also holds the SIE license.
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.
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.
1
2
FL
11/06/2014 - Present
State Farm VP Management Corp. (Boca Raton FL)
FL
10/01/2012 - 06/13/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
08/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (AVENTURA FL)
FL
05/29/2007 - 10/22/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
04/20/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
FL
01/05/2006 - 06/02/2006
MARTINEZ-AYME SECURITIES (MIAMI FL)
FL
11/15/2002 - 01/21/2004
CP CAPITAL SECURITIES (MIAMI FL)
TX
03/23/2000 - 12/20/2000
STANFORD GROUP COMPANY (HOUSTON TX)
NY
10/13/1999 - 03/28/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
05/21/1993 - 03/17/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
05/21/1993 - 12/31/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
CA
05/04/1993 - 05/11/1993
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NE
05/18/1992 - 12/08/1992
SECURITIES AMERICA, INC. (LAVISTA NE)
CA
11/29/1991 - 03/05/1992
GLENFED BROKERAGE SERVICES (GLENDALE CA)
MA
09/20/1990 - 11/01/1991
MFS FINANCIAL SERVICES, INC. (BOSTON MA)
NA
01/21/1986 - 05/03/1990
AMERIFIRST SECURITIES CORPORATION
NA
09/26/1983 - 08/05/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/24/1982 - 09/06/1983
PAINE, WEBBER, JACKSON & CURTIS INC.
BOTH
Issued 01/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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