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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Patrick Rodriguez is an investment advisor representative with Blackrock Investment Management, LLC. Joseph has been in the industry since 1991 and is licensed in both New Jersey and New York. Joseph has a broad range of experience in the financial services industry, having previously worked with firms such as NYLIFE Distributors LLC, AllianceBernstein Investments, Inc., UBS Global Asset Management (US) Inc., Chase Investment Services Corp., and CitiCorp Investment Services. Joseph is registered with FINRA, the MSRB and several state regulators.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
08/06/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
03/01/2007 - 11/20/2017
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
04/13/2005 - 02/20/2007
ALLIANCEBERNSTEIN INVESTMENTS, INC. (NEW YORK NY)
NY
11/07/2002 - 08/11/2004
UBS GLOBAL ASSET MANAGEMENT (US) INC. (NEW YORK NY)
IL
06/04/1999 - 11/12/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
01/01/1990 - 05/28/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1989
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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