Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Angel Rodriguez is an Investment Advisor Representative with Guerra Advisory Services, registered with the state of Florida. Miguel has been in the industry since 2020 and holds the Series 65 license. His primary focus is providing financial planning and portfolio management for 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
06/25/2023 - Present
Guerra Advisory Services (MIAMI FL)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Miguel Rodriguez is the right advisor for you? Invested Better is here to help.
