Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Sylvester Rodriguez is a financial advisor registered with Fisher Investments. Michael has been in the industry since 2015 and has held positions at Fidelity Brokerage Services LLC, Ameriprise Financial Services, LLC, TD Ameritrade, Inc, and Waddell & Reed. Michael currently holds Series 7 and Series 66 licenses and is registered to provide investment advice in Texas and Washington. Michael specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Michael also provides financial planning and portfolio assessment services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
05/23/2022 - Present
Fisher Investments (PLANO TX)
UT
06/17/2021 - 09/23/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
CA
06/08/2018 - 02/17/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Palm Springs CA)
CA
03/27/2017 - 06/08/2018
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
11/03/2015 - 11/15/2016
WADDELL & REED (RIVERSIDE CA)
BOTH
Issued 02/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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