Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imar? Claim Your ProfileImar Rodriguez is an investment advisor representative at Fidelity Personal And Workplace Advisors. Imar has been in the financial services industry since 2000. Imar is registered with the state of California as an Investment Advisor Representative. Imar also holds a Series 6, 7, and 66 securities license and is registered with FINRA as a registered representative. Imar has experience working with a wide range of clients, including individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Imar specializes in financial planning, portfolio management, and educational seminars.
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.
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2
CA
04/16/2024 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
12/04/2015 - 04/07/2024
SNOWDEN ACCOUNT SERVICES LLC (San Diego CA)
CA
10/18/2010 - 12/07/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
CA
04/13/2010 - 10/28/2010
CHASE INVESTMENT SERVICES CORP. (CHULA VISTA CA)
CA
05/18/2007 - 04/07/2010
WELLS FARGO INVESTMENTS, LLC (SAN DIEGO CA)
CA
05/14/2001 - 05/24/2007
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
RI
11/21/2000 - 05/14/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 05/11/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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