Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Rodriguez is a financial advisor with Insigneo Advisory Services, LLC. Javier has been in the financial services industry since 2011 and is registered with the state of Florida and Puerto Rico. Javier has a background in providing financial advice to individuals, families, and businesses. Javier is also registered with the state of Florida as an investment advisor representative. Javier has a diverse range of experience in the financial services industry. He has been a registered representative with several firms including Citigroup Global Markets Inc., Citi International Financial Services LLC and Santander Securities LLC. In addition to his experience as a financial advisor, Javier has also worked as a financial analyst. Javier holds Series 7, Series 65 and Series 66 securities licenses. Javier provides various financial services to individuals, families, and businesses. He is also an investment advisor representative and is registered with the state of Florida as an investment advisor. Javier's experience and expertise make him a valuable resource for clients who are seeking comprehensive financial planning and investment management 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.
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.
Consolidation of financial reports and consulting services
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.
Rebates/trailer fees
1
2
FL
02/17/2023 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
04/18/2017 - 05/09/2019
CITI INTERNATIONAL FINANCIAL SERVICES LLC (MIAMI FL)
FL
06/19/2014 - 04/17/2017
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
PR
08/30/2012 - 06/02/2014
CITI INTERNATIONAL FINANCIAL SERVICES LLC (SAN JUAN PR)
MA
02/15/2011 - 09/13/2012
SANTANDER SECURITIES LLC (BOSTON MA)
BOTH
Issued 12/28/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/17/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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