Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marivi? Claim Your ProfileMarivi Rodriguez is a financial advisor with over 27 years of experience in the industry. Marivi is currently registered with Snowden Capital Advisors LLC, and holds a Series 6, 7, 63 and 66 licenses. Previously, Marivi was affiliated with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc. and other firms. Marivi has a strong track record of providing financial advice to individuals, high-net-worth individuals, businesses, corporations, and charitable organizations. Marivi specializes in financial planning, portfolio management, and pension consulting.
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.
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.
1
2
FL
05/11/2021 - Present
Snowden Capital Advisors LLC (Coral Gables FL)
FL
01/15/2010 - 05/14/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL GABLES FL)
FL
05/29/2007 - 01/27/2010
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
01/20/1997 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NA
08/19/1996 - 01/07/1997
NATIONSSECURITIES
CA
08/22/1995 - 08/13/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
FL
02/03/1995 - 06/22/1995
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
MA
01/04/1994 - 02/08/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
BOTH
Issued 07/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 12/30/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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