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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laura? Claim Your ProfileLaura Rodriguez is a financial advisor with Fidelity Personal and Workplace Advisors. Laura has been a financial advisor for over 9 years. Laura is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7 and Series 63 license. Laura is registered to provide investment advice in 39 states and the District of Columbia. Laura's prior experience includes work at Fidelity Investments Institutional Services Company, Inc. Laura is a specialist in Retirement Planning, Estate Planning, College Savings and Education Planning, Asset Management, and Insurance. Laura provides financial planning services to individuals and businesses. Laura is a financial advisor who can help you achieve your financial goals.
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.
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.
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2
NY
11/08/2019 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
TX
06/04/2014 - 06/02/2015
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 03/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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