Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jobina? Claim Your ProfileJobina Elizabeth Rodriguez is a registered representative with Principal Securities, Inc., and has been in the securities industry since November 5, 2007. Jobina Rodriguez has passed the Series 6, Series 63 and SIE exams. Jobina Rodriguez is registered with the state of Iowa and several other states including Delaware, Illinois, Indiana, Missouri, and Tennessee. Jobina Elizabeth Rodriguez was previously registered with PRINCIPAL FUNDS DISTRIBUTOR, INC.. Jobina Elizabeth Rodriguez specializes in working with high net worth individuals, insurance companies, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Jobina Elizabeth Rodriguez's firm, Principal Securities, Inc. offers financial planning, pension consulting, educational seminars, and portfolio management for 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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
11/05/2007 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
05/21/2008 - 06/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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