Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melissa? Claim Your ProfileMelissa Rodriguez is a financial advisor registered with MML Investors Services, LLC. Melissa holds a Series 7, 24, 52, 53, and 66 license and has been active in the industry since 2004. Melissa has experience with a variety of firms including AXA Advisors, LLC, Park Avenue Securities LLC, and The Guardian Life Insurance Company of America. Her areas of expertise include asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Melissa is a registered investment advisor in Florida and Massachusetts.
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.
Asset allocation programs
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.
Solicitors fees
1
2
FL
08/24/2021 - Present
MML Investors Services, LLC (Land O Lakes FL)
FL
08/21/2018 - 08/18/2021
PARK AVENUE SECURITIES LLC (TAMPA FL)
NC
04/19/2010 - 08/01/2018
AXA ADVISORS, LLC (RALEIGH NC)
FL
05/27/2004 - 03/12/2010
PARK AVENUE SECURITIES LLC (TAMPA FL)
BOTH
Issued 02/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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