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Paul Frederick Rodriguez

Westpark Capital, Inc.

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About Paul Frederick Rodriguez

Paul Frederick Rodriguez is a financial advisor with over 27 years of experience in the industry. Paul is currently registered with Westpark Capital, Inc. and has also been previously registered with WOOD (ARTHUR W.) COMPANY, INC., DETWILER FENTON & CO., and C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP). Paul holds a Series 7, 86, 87, 63, and 65 license and is specializing in providing financial planning and portfolio management for both individuals and businesses.

Firm Information

Paul Rodriguez is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Rodriguez’s Registration & Firm History

FL

04/01/2024 - Present

Westpark Capital, Inc. (BOCA RATON FL)

MA

05/11/2016 - 03/19/2024

WOOD (ARTHUR W.) COMPANY, INC. (BOSTON MA)

NY

11/27/2001 - 05/06/2016

DETWILER FENTON & CO. (NEW YORK NY)

NY

10/08/1996 - 11/15/2001

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP) (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/19/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 02/05/2005

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 10/07/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Frederick Rodriguez.
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