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Jorge Luis Rodriguez

Nationwide Planning Associates Inc.

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About Jorge Luis Rodriguez

Jorge Luis Rodriguez is a financial advisor with over 30 years of experience in the industry. Currently, Jorge is registered with Nationwide Planning Associates Inc. in HATO REY, Puerto Rico, having joined them on September 20, 2018. Prior to that, Jorge was a registered representative with Raymond James Financial Services, Inc., Raymond James & Associates, Inc., and Popular Securities, LLC. Jorge has passed the Series 7 and the SIE exams. Jorge holds licenses in Florida and Puerto Rico.

Firm Information

Jorge Rodriguez is currently registered with Nationwide Planning Associates Inc.. Nationwide Planning Associates Inc. is a corporation formed in 1992. It is registered in 48 states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jorge Rodriguez’s Registration & Firm History

PR

09/20/2018 - Present

Nationwide Planning Associates Inc. (HATO REY PR)

PR

04/18/2017 - 09/19/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN JUAN PR)

FL

06/06/2014 - 04/17/2017

RAYMOND JAMES & ASSOCIATES, INC. (CORAL GABLES FL)

PR

02/14/2003 - 06/06/2014

POPULAR SECURITIES, LLC (SAN JUAN PR)

NY

07/31/1993 - 02/21/2003

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

06/12/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NY

08/22/1986 - 06/20/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

08/22/1986 - 06/14/1990

PRUDENTIAL-BACHE CAPITAL FUNDING PUERTO RICO INC.

NA

11/23/1983 - 04/08/1985

PAINEWEBBER INCORPORATED

NA

10/20/1983 - 11/25/1983

SHEARSON/AMERICAN EXPRESS INC.

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 14 public disclosures for Jorge Luis Rodriguez. Review regulatory record here.
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