Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel De jesus Rodriguez is a financial professional with over 23 years of experience in the industry. Miguel is registered with Osaic Wealth, Inc. in Florida, Georgia, North Carolina, and Texas. Miguel is also a Certified Public Accountant and has a long history of providing financial advice to clients. Miguel holds Series 63, 66, 7, and SIE licenses. Miguel has experience providing financial planning services to a variety of clients including individuals, businesses, and non-profits. Miguel also specializes in portfolio management for businesses and individuals. Miguel has a strong commitment to helping clients achieve their financial goals.
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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2
FL
08/19/2019 - Present
Osaic Wealth, Inc. (CORAL SPRINGS FL)
NY
05/24/2000 - 11/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 10/05/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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