Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raul? Claim Your ProfileRaul Rodriguez is a financial professional with over 15 years of experience in the industry. Raul is currently registered with Allstate Financial Services, LLC in Riverside, CA. Raul has a strong track record of providing investment advice and financial planning services to individuals and families. Raul holds the Series 6, Series 63, and SIE licenses.
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.
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2
CA
06/14/2024 - Present
Allstate Financial Services, LLC (Riverside CA)
CA
03/13/2020 - 06/13/2024
THRIVENT INVESTMENT MANAGEMENT INC. (Glendale CA)
CA
10/01/2012 - 07/10/2019
J.P. MORGAN SECURITIES LLC (FONTANA CA)
CA
03/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RIALTO CA)
CA
09/10/2008 - 11/04/2009
NATIONAL PLANNING CORPORATION (WEST COVINA CA)
BC
Issued 09/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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