Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julian? Claim Your ProfileJulian Rodriguez is a financial advisor with Innovation Partners LLC located in Austin, Texas. Julian has been in the financial services industry since 2016. Julian has been registered with FINRA since 2016 and is currently registered with the state of Texas, as well as Arizona, Arkansas, Florida, Indiana, Maryland, Michigan, and New York. Julian holds Series 63, Series 7, and SIE licenses. Julian specializes in providing consulting services to qualified retirement plans, financial planning, pension consulting, and portfolio management for individuals and businesses. Julian's previous experience includes working as a financial advisor for PARSONEX SECURITIES, INC. and EDWARD JONES.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
TX
05/24/2021 - Present
Innovation Partners LLC (Austin TX)
CO
03/01/2018 - 05/28/2021
PARSONEX SECURITIES, INC. (Englewood CO)
MO
10/25/2016 - 01/12/2017
EDWARD JONES (ST. LOUIS MO)
BC
Issued 10/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Julian Rodriguez is the right advisor for you? Invested Better is here to help.
