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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 Oliva is a financial advisor with over 20 years of experience in the industry. He is a registered representative of Ameriprise Financial Services, LLC, and holds the Series 66, Series 7, and SIE licenses. Rodrigo has a broad range of expertise in financial planning, investment management, and asset allocation. Rodrigo provides financial advice to individual clients, businesses, and trusts. He is also a registered Investment Advisor Representative (IAR) in California, New Jersey, and Texas. Rodrigo specializes in various areas, including Retirement Planning, College Savings, and Estate Planning. Rodrigo is committed to helping his clients achieve their financial goals through customized financial plans and investment strategies.
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.
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.
Asset allocation 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.
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CA
06/22/2017 - Present
Ameriprise Financial Services, LLC (Carlsbad CA)
MN
09/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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