Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Policarpo? Claim Your ProfilePolicarpo Rodriguez is a registered representative with Portfolio Resources Group, Inc. Policarpo has been in the securities industry since 2011. Policarpo Rodriguez holds FINRA Series 63, Series 7 and SIE licenses. Policarpo Rodriguez is currently registered in Florida and Texas. Prior to joining Portfolio Resources Group, Inc. Policarpo Rodriguez was employed by Advisors Asset Management, Inc. in Monument, CO.
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.
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.
1
2
FL
08/26/2013 - Present
Portfolio Resources Group, Inc. (MIAMI FL)
CO
05/18/2011 - 03/20/2013
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
BC
Issued 05/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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