Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikael? Claim Your ProfileMikael Rodriguez is a financial advisor with Valmark Advisers, Inc., a firm with a long history of providing financial advice to individual and institutional clients. Mikael has been in the financial industry since 2019 and has a solid track record of success in helping clients achieve their financial goals. Mikael has a diverse background and experience, previously working with Fidelity Brokerage Services LLC, a well-known and respected financial firm. Mikaels areas of expertise include insurance and investment planning, and portfolio management for individuals, businesses, and investment companies. Mikael specializes in helping clients with their insurance and investment planning needs.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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
10/11/2024 - Present
Valmark Advisers, Inc. (Fort Lauderdale FL)
FL
05/03/2019 - 08/06/2021
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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