Unclaimed
Jonathan Rodriguez is a registered representative and investment advisor representative with Fifth Third Securities, Inc. Jonathan is licensed to conduct business in multiple states and has been working in the securities industry since July 2022. Jonathan is a Series 63, 65, 6TO and SIE exam holder. Jonathan's areas of specialization include retirement, investment, and financial planning, and working with individuals, families, and businesses. Jonathan has a history of experience in client service and the financial services industry.
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.
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.
Sponsor wrap fee program
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.
1
2
FL
02/03/2023 - Present
Fifth Third Securities, Inc. (CAPE CORAL FL)
IA
Issued 2/2/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/1/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 6/7/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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