Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodolfo? Claim Your ProfileRodolfo Yanier Duran-chavez is a financial advisor with over 20 years of experience in the industry. Rodolfo is registered with Wells Fargo Clearing Services, LLC and has a strong track record of providing personalized financial advice to individuals and families. Rodolfo also holds the Series 7 and 66 licenses and the SIE exam. In addition to his current role, Rodolfo has previously worked for A. G. EDWARDS & SONS, INC., CITICORP INVESTMENT SERVICES, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and AMERICAN EXPRESS FINANCIAL ADVISORS INC.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
04/25/2011 - Present
Wells Fargo Clearing Services, LLC (WALNUT CREEK CA)
CA
10/24/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WALNUT CREEK CA)
NY
07/21/2004 - 10/11/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MA
09/11/2003 - 05/11/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/11/2003 - 05/11/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
06/18/2003 - 07/25/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/18/2003 - 07/25/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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