Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Esteban Huerta is an Investment Advisor Representative associated with West Financial Services, Inc. Rodrigo has been in the industry since October 2009, and is currently registered in Virginia. Rodrigo is a Series 65 licensed individual. Rodrigo is registered with West Financial Services, Inc. and holds a current registration in Virginia. Rodrigo has been associated with West Financial Services, Inc. since August 2017. Rodrigo is also associated with Water's Edge Group, a real estate management business. Rodrigo holds a Series 65.
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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VA
08/24/2017 - Present
West Financial Services, Inc. (MCLEAN VA)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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