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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo E Gonzalez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the financial industry since 2012 and is licensed in multiple states. He previously worked for Morgan Stanley and ING Financial Partners, Inc. He is a Series 66, Series 7, and SIE licensed representative. Rodrigo is a registered representative and investment advisor in Connecticut, Florida, and Texas. Rodrigo Gonzalez specializes in providing financial advice to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
07/30/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
12/21/2012 - 01/22/2014
MORGAN STANLEY (MIAMI FL)
FL
07/03/2012 - 11/05/2012
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
BOTH
Issued 11/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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