Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodolfo? Claim Your ProfileRodolfo Ernesto Rodriguez has over 20 years of experience in the financial services industry. Rodolfo currently works as a Registered Representative at EPG Wealth Management LLC, where he provides financial planning and portfolio management services. Prior to joining EPG Wealth Management LLC, Rodolfo worked at various financial institutions including Equity Services, Inc., MetLife Securities Inc., New England Securities, AXA Advisors, LLC, and MONY Securities Corporation. Rodolfo is licensed to provide investment advisory services in several states including Alabama, Florida, Georgia, and South Carolina. Rodolfo holds Series 6, 63, and 65 licenses.
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.
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
GA
01/10/2023 - Present
EPG Wealth Management LLC (ATLANTA GA)
GA
09/24/2015 - 12/31/2022
EQUITY SERVICES, INC. (ATLANTA GA)
GA
01/02/2015 - 09/08/2015
METLIFE SECURITIES INC. (ATLANTA GA)
GA
07/23/2009 - 01/02/2015
NEW ENGLAND SECURITIES (ATLANTA GA)
GA
06/01/2005 - 07/24/2009
AXA ADVISORS, LLC (DULUTH GA)
NY
11/21/2000 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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