Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jesus? Claim Your ProfileJesus Alberto Rodriguez is a financial advisor with City National Rochdale, registered with the state of California since November 2022. Jesus has been in the financial services industry since July 2017 and has worked for companies such as Wells Fargo and CNR Securities. He holds the Series 7TO, Series 63, and SIE licenses, and is a Chartered Financial Analyst. Jesus's specializations include investment companies, corporations or other businesses, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
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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CA
01/18/2023 - Present
City National Rochdale (Irvine CA)
BC
Issued 11/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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