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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Rodrigue is a financial advisor with Truwealth Advisors, LLC in Metairie, Louisiana. Matthew has been in the industry since 2009 and holds the Series 7, Series 63, Series 65, Series 55 and Series 6 registrations. Matthew has experience working with Ameriprise Financial Services, LLC and Iberia Capital Partners L.L.C. Matthew's specializations include retirement planning, financial planning, college savings plans, insurance and estate planning. Truwealth Advisors is a financial advisor firm that offers financial planning, portfolio management, and other services to individuals, families, 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.
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.
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LA
07/20/2020 - Present
Truwealth Advisors, LLC (METAIRIE LA)
LA
07/20/2020 - 03/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Metairie LA)
LA
01/05/2018 - 07/21/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Metairie LA)
LA
10/13/2015 - 12/08/2017
IBERIA CAPITAL PARTNERS L.L.C. (NEW ORLEANS LA)
LA
03/16/2015 - 11/03/2015
AMERIPRISE FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
06/27/2014 - 02/24/2015
HANCOCK INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
TX
11/08/2013 - 06/04/2014
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MA
11/07/2012 - 10/28/2013
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
LA
09/16/2010 - 09/09/2011
IBERIA CAPITAL PARTNERS L.L.C. (NEW ORLEANS LA)
BC
Issued 07/26/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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