Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Rodriguez is an investment advisor representative at Concordia Wealth Management, LLC. Robert has been with Concordia Wealth Management, LLC since April 2012. Robert is a registered investment advisor in Massachusetts and Texas. Robert holds a Series 65 license. Robert has been in the industry since January 20, 2006. Robert specializes in providing financial planning and portfolio management for individuals and businesses.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
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MA
07/31/2014 - Present
Concordia Wealth Management, LLC (CONCORD MA)
IA
Issued 01/20/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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