Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ingrid? Claim Your ProfileIngrid Rodriguez is a financial advisor registered with J.P. Morgan Securities LLC. Ingrid has been in the financial services industry since 2014 and holds Series 7, SIE, and Series 63 licenses. Ingrid was previously employed by CREDIT SUISSE SECURITIES (USA) LLC. Ingrid is registered in all 50 states and is a registered representative of the firm. Ingrid specializes in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. J.P. Morgan Securities LLC offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. Ingrid's current employment with J.P. Morgan Securities LLC began in 2017.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
07/20/2017 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
09/09/2014 - 09/02/2015
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BC
Issued 10/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, 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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