Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Flores is an investment advisor representative at Fidelity Personal and Workplace Advisors. Rodrigo has been in the securities industry since April 2019. Rodrigo is registered with the state of California and holds the Series 66 license. Rodrigo works out of the Berkeley, California office of Fidelity Personal and Workplace Advisors. The office is located at 1995 University Ave - Ste 120, Berkeley, CA 94704. Rodrigo also works out of the Kensington, California office of Fidelity Personal and Workplace Advisors.
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.
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.
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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CA
12/03/2024 - Present
Fidelity Personal AND Workplace Advisors (BERKELEY CA)
Active
Inactive
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