Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Diaz-rodriguez is an investment professional with over 10 years of experience in the financial services industry. Currently, Mary is registered with BCI Securities, Inc. in Florida. Mary is also a Series 7 and Series 66 licensed representative, holding a Securities Industry Essentials Examination as well. Mary previously worked at Wells Fargo Clearing Services, LLC and HSBC Securities (USA) Inc. in Florida. Mary specializes in providing financial services to individuals, high-net-worth individuals, and businesses.
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.
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
09/20/2021 - Present
BCI Securities, Inc. (Coral Gables FL)
FL
07/19/2019 - 04/27/2020
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
09/23/2009 - 05/11/2018
HSBC SECURITIES (USA) INC. (MIAMI FL)
BC
Issued 05/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mary Diaz-rodriguez is the right advisor for you? Invested Better is here to help.
