Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Rafael Rodriguez is a registered representative with BFC Planning, Inc. Juan has been in the financial services industry since 2000 and has experience in providing financial planning, portfolio management for individuals, and selection of other advisors. Juan is licensed in Iowa, Louisiana, Minnesota, Missouri, Oklahoma, Virginia, and Wisconsin. Juan has a wide range of experience working with different clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Juan is committed to providing clients with the highest level of service and personalized financial advice.
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.
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.
Solicitor fee
1
2
IA
11/09/2015 - Present
BFC Planning, Inc. (Independence IA)
IA
06/01/2010 - 11/12/2015
SECURITIES AMERICA, INC. (INDEPENDENCE IA)
IA
12/02/2005 - 06/08/2010
WELLS FARGO INVESTMENTS, LLC (WATERLOO IA)
IA
04/02/2001 - 11/25/2005
EDWARD JONES (INDEPENDENCE IA)
CA
07/27/2000 - 04/12/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BOTH
Issued 02/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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