Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Roderick Rodriguez is a financial professional with over 10 years of experience in the industry. Robert is currently registered with Equitable Advisors, LLC in Florida, Georgia, North Carolina, and Oklahoma as an Investment Advisor Representative. Robert has held previous positions with Morgan Stanley, Deutsche Bank Securities Inc, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert has passed the Series 63, Series 66, Series 7 and the SIE exams. Robert provides financial planning, portfolio management for businesses and individuals, pension consulting, selection of other advisors, and educational seminars.
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
FL
01/08/2024 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
FL
10/09/2018 - 09/27/2019
MORGAN STANLEY (JACKSONVILLE FL)
FL
10/12/2015 - 07/10/2018
DEUTSCHE BANK SECURITIES INC. (JACKSONVILLE FL)
FL
12/04/2014 - 08/11/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 11/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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