Unclaimed
Rhonda Lynn Rodriguez has been in the financial industry since 2003. Rhonda is currently registered with PFS Investments Inc. and has been with the firm since 2009. Rhonda holds licenses for Series 6, 26, and 63. Rhonda has a focus on providing investment advice to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
02/21/2003 - Present
PFS Investments Inc. (WILDOMAR CA)
BC
Issued 03/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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