Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lonnie? Claim Your ProfileLonnie Rodriguez is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Lonnie has been in the securities industry since 2001. Lonnie is registered with the state of New York as an investment advisor representative. Lonnie has passed the Series 63, Series 65, Series 7, and SIE exams. Lonnie has experience working with individuals, corporations, and charitable organizations. Lonnie is also the treasurer for Hudson View Owners Corporation, a property management company.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
12/18/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (NEW YORK NY)
OH
04/29/2014 - 12/07/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
NY
07/22/2013 - 04/09/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
02/10/2011 - 08/02/2013
METLIFE SECURITIES INC. (NEW YORK NY)
NY
02/21/2002 - 02/08/2011
CHASE INVESTMENT SERVICES CORP. (BRONX NY)
NJ
03/16/2001 - 02/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 02/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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