Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeimy? Claim Your ProfileJeimy Liliana Rodriguez is a financial advisor currently registered with J.p. Morgan Securities LLC. Jeimy has been in the financial industry since April 2019. Jeimy has Series 7TO, Series 66 and SIE licenses and is registered to provide investment advice in 14 states including Florida, Texas, Alabama, Connecticut, Georgia, Indiana, Kentucky, Massachusetts, New Hampshire, New Jersey, New York, and Pennsylvania. In addition to holding these licenses, Jeimy has experience in the financial industry through previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., Naima Corp, and Banco Davivienda. Jeimy is also licensed to provide investment advice in Texas.
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
10/23/2024 - Present
J.p. Morgan Securities LLC (Punta Gorda FL)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jeimy Rodriguez is the right advisor for you? Invested Better is here to help.
