Unclaimed
Lynda Rodriguez is a financial professional who is registered with FINRA and holds a Series 52TO license and passed the Securities Industry Essentials Exam. Lynda has been in the financial industry since August 21, 2022. Lynda is currently employed by Swbc Investment Services, LLC and works out of their San Antonio office.
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.
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.
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2
TX
08/22/2022 - Present
Swbc Investment Services, LLC (SAN ANTONIO TX)
BC
Issued 08/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2021
Series 52TO - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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