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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodolfo? Claim Your ProfileRodolfo Choperena is a financial advisor registered with Sovereign Wealth Advisors LLC. Rodolfo Choperena has been in the financial industry since 1992. He is a registered representative in Alaska, California, Nevada, and Texas. Rodolfo Choperena is also a registered investment advisor in Texas. He is a Series 63, 65, 7 and SIE licensed professional. Rodolfo Choperena has experience working with individuals, corporations, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other businesses. Rodolfo Choperena specializes in financial planning, pension consulting, educational seminars, and portfolio management. Rodolfo Choperena is committed to providing clients with personalized financial advice and guidance.
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.
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
TX
09/21/2023 - Present
Sovereign Wealth Advisors LLC (HOUSTON TX)
TX
06/01/2009 - 09/22/2023
MORGAN STANLEY (San Antonio TX)
TX
09/30/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NJ
02/16/2001 - 10/10/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
09/21/1995 - 02/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
TX
08/26/1992 - 10/02/1995
INVERWORLD SECURITIES, INC. (SAN ANTONIO TX)
IA
Issued 10/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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