Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Rodriguez is a financial advisor with LPL Financial LLC. Raymond is a registered representative with Series 7, Series 1, and SIE licenses. Raymond has over 40 years of experience in the financial services industry. Raymond has previously worked with Waterstone Financial Group, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company, and Integrated Resources Equity Corporation. Raymond specializes in a variety of financial services, including individual and business portfolio management, financial planning, and pension consulting.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/08/2009 - Present
LPL Financial LLC (LONG GROVE IL)
IL
03/11/1985 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (LONG GROVE IL)
IN
12/28/1981 - 11/17/1987
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/28/1981 - 11/17/1987
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
12/28/1981 - 11/11/1987
LINCOLN NATIONAL PENSION INSURANCE COMPANY
NA
12/07/1982 - 04/15/1985
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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