Unclaimed
Jennifer Rodriguez is a financial advisor with Raymond James & Associates, Inc. Jennifer has been working in the financial industry since 2007 and has experience with several firms, including MetLife Securities Inc. and Metropolitan Life Insurance Company. Jennifer is registered with the Financial Industry Regulatory Authority (FINRA) and has Series 6, 7 and 66 licenses. Jennifer is registered to provide investment advice in Connecticut, Florida, and Virginia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/06/2021 - Present
Raymond James & Associates, Inc. (TAMPA FL)
FL
02/09/2007 - 12/05/2009
METLIFE SECURITIES INC. (TAMPA FL)
FL
02/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TAMPA FL)
BOTH
Issued 07/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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