Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Janelle? Claim Your ProfileJanelle D Rodrigue is a financial advisor who has been in the industry since 1992. She is currently registered with Eagle Strategies LLC and holds Series 6, 7, 63, 66, and SIE licenses. She is also registered with the states of California, Georgia, Louisiana, Mississippi, North Dakota, Texas, and Washington. Previously, Janelle worked for INVEST FINANCIAL CORPORATION in Appleton, WI. Janelle specializes in providing financial advice to individuals, corporations, charitable organizations, and high-net-worth individuals.
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.
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
LA
03/22/2013 - Present
Eagle Strategies LLC (NEW IBERIA LA)
WI
09/04/1992 - 03/25/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 02/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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