Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Placido? Claim Your ProfilePlacido Rodriguez is an investment advisor representative with Vanguard Advisers, Inc. based in Plano, Texas. Placido has been in the industry since 2006 and has experience with TIAA-CREF Individual & Institutional Services, LLC, COMERICA SECURITIES, INC. and Fidelity Investments. Placido is registered with the state of Texas as an investment advisor representative and has passed the Series 66, Series 7 and SIE exams.
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.
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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TX
07/12/2022 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
09/01/2021 - 06/14/2022
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/26/2021 - 05/07/2021
AVANTAX INVESTMENT SERVICES, INC. (DALLAS TX)
TX
04/16/2020 - 07/22/2020
W&S BROKERAGE SERVICES, INC. (Westlake TX)
TX
06/20/2017 - 03/23/2020
COMERICA SECURITIES (PLANO TX)
TX
09/09/2010 - 03/28/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
06/11/2010 - 09/03/2010
ALLSTATE FINANCIAL SERVICES, LLC (RICHARDSON TX)
TX
12/11/2006 - 03/24/2010
TD AMERITRADE, INC. (FORT WORTH TX)
TX
01/17/2006 - 04/07/2006
EDWARD JONES (COPPELL TX)
TX
07/19/2005 - 01/17/2006
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
NY
05/19/2004 - 04/18/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/24/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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