Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rikk? Claim Your ProfileRikk Rodriguez is a financial advisor with over 12 years of experience in the industry. Rikk has a wide range of experience and expertise in various areas of financial planning, including portfolio management, investment advisory services, and retirement planning. Rikk holds the Series 6, 7, 63, and 66 licenses and is a Chartered Financial Consultant. Rikk currently works with Osaic Advisory Services, LLC and Wealth Management Group, LLC. Previously, Rikk worked with TRIAD ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, and CHASE INVESTMENT SERVICES CORP. Rikk is dedicated to helping clients achieve their financial goals and providing them with personalized financial advice.
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.
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.
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2
IL
09/07/2021 - Present
Osaic Advisory Services, LLC (South Barrington IL)
IL
09/07/2021 - 08/23/2024
TRIAD ADVISORS LLC (South Barrington IL)
IL
10/14/2014 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (GENEVA IL)
IL
05/26/2011 - 08/30/2012
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
IL
04/14/2010 - 02/16/2011
CHASE INVESTMENT SERVICES CORP. (ELGIN IL)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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