Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raoul? Claim Your ProfileRaoul Rodriguez-walters is a financial advisor with Mariner Wealth. Raoul has been in the industry since December 1998 and has experience providing financial planning services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Raoul is also a Certified Financial Planner. Raoul holds a Series 65 license and a Series 62 license.
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.
Family office services
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.
1
2
FL
05/01/2023 - Present
Mariner Wealth (Coral Gables FL)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1999
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
Not sure Raoul Rodriguez-walters is the right advisor for you? Invested Better is here to help.
