Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph Ismael Rodriguez

Hennion & Walsh Asset Management, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph Ismael Rodriguez

Joseph Ismael Rodriguez is a registered representative with Hennion & Walsh Asset Management, Inc. Joseph Ismael Rodriguez has been in the industry since August 1998. Joseph Ismael Rodriguez is registered with the state of New Jersey and has been registered in 47 states. Joseph Ismael Rodriguez specializes in providing financial planning, pension consulting, and selection of other advisers.

Firm Information

Joseph Rodriguez is currently registered with Hennion & Walsh Asset Management, Inc.. Hennion & Walsh Asset Management, Inc. is a Registered Investment Advisor based in Parsippany, NJ. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Hennion & Walsh manages approximately $472.7 million in assets for individuals, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. The firm has 65 investment adviser representatives and 20 licensed agents.
Hennion & Walsh Asset Management, Inc.

2001 ROUTE 46

PARSIPPANY, NJ 07054

$472.71M

Assets Under Management

15

Total Clients

63

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Rodriguez’s Registration & Firm History

NJ

08/29/2007 - Present

Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)

Not sure if Joseph Ismael Rodriguez is right for you?

Licenses & Designations

IA

Issued 08/15/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Ismael Rodriguez.
Not sure if Joseph Ismael Rodriguez is right for you?