linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rhonda Marie Rodriguez

Tiaa-Cref Individual & Institutional Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rhonda? Claim Your Profile

About Rhonda Marie Rodriguez

Rhonda Marie Rodriguez is a financial professional with over 25 years of experience in the financial services industry. Currently registered with TIAA-CREF Individual & Institutional Services, LLC, Rhonda has previously held positions at Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Rhonda's expertise spans various financial services areas, including financial planning, portfolio management for individuals, and the selection of other advisors.

Firm Information

Rhonda Rodriguez is currently registered with Tiaa-Cref Individual & Institutional Services, LLC. TIAA-Cref Individual & Institutional Services, LLC is a Limited Liability Company formed in 2004 and headquartered in New York, NY. The firm provides financial planning and portfolio management services for individuals, corporations, charitable organizations, and high-net-worth individuals. They also offer selection of other advisers and participate in wrap fee programs. TIAA-Cref manages over $32 billion in assets for approximately 73,602 clients across the United States.
Tiaa-Cref Individual & Institutional Services, LLC

730 THIRD AVENUE

NEW YORK, NY 10017-3206

$32.68B

Assets Under Management

31,192

Total Clients

2,960

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Compensation from affiliates

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rhonda Rodriguez’s Registration & Firm History

TX

07/09/2013 - Present

Tiaa-Cref Individual & Institutional Services, LLC (HOUSTON TX)

TX

01/01/2008 - 05/13/2013

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

10/05/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

TX

01/01/1997 - 09/17/2007

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Rhonda Marie Rodriguez is right for you?

Licenses & Designations

BC

Issued 01/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/04/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhonda Marie Rodriguez.
Not sure if Rhonda Marie Rodriguez is right for you?