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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 Morales villarreal is an investment advisor representative with Morgan Stanley, located in New York, NY. Rodrigo has been in the securities industry since August 21, 2007. Rodrigo is registered with FINRA and holds the Series 7, Series 63, and Series 65 licenses. Rodrigo has also worked at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/16/2016 - Present
Morgan Stanley (New York NY)
NY
06/25/2012 - 05/18/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
10/01/2008 - 07/05/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
TX
08/22/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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