Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodolfo? Claim Your ProfileRodolfo Valdes is a registered representative with Money Concepts Capital Corp. in PALM BEACH GARDENS, Florida. Rodolfo has been in the financial services industry for over 10 years. Rodolfo has worked for a number of other firms in the past, including Invest Financial Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Newbridge Securities Corporation, and Park Avenue Securities LLC. Rodolfo is registered to offer securities in California and Florida. Rodolfo is also registered as an investment advisor representative in Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
FL
02/13/2018 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
FL
07/21/2015 - 02/13/2018
INVEST FINANCIAL CORPORATION (MIAMI FL)
FL
10/26/2011 - 05/28/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
02/16/2010 - 09/27/2011
WELLS FARGO ADVISORS, LLC (MIAMI FL)
FL
07/22/2009 - 02/16/2010
NEWBRIDGE SECURITIES CORPORATION (CORAL SPRINGS FL)
FL
04/24/2009 - 08/06/2009
PARK AVENUE SECURITIES LLC (MIAMI FL)
BOTH
Issued 06/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2011
Series 3 - National Commodity Futures Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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