Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Rafael Rodriguez is a financial advisor with Osaic Wealth, Inc. Jose is a registered representative in Florida, Ohio and Texas and holds Series 6, 7, 63 and 65 licenses. He has been in the financial services industry since 2003 and has experience working with a variety of clients including high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. In addition to his work at Osaic Wealth, Jose also serves as President of Rodriguez Financial Strategies, LLC and provides financial planning services. He is a member of the Center for Hispanic Leadership - Ohio Chapter and the Kiwanis Club of Beavercreek.
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.
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.
1
2
OH
06/14/2024 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
04/28/2009 - 06/14/2024
SECURITIES AMERICA, INC. (BEAVERCREEK OH)
OH
12/12/2006 - 03/23/2009
CITIGROUP GLOBAL MARKETS INC. (CENTERVILLE OH)
OH
01/02/2003 - 12/08/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (BEAVERCREEK OH)
BC
Issued 02/22/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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