Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rodrigo? Claim Your ProfileRodrigo Silva is a financial advisor associated with Oneamerica Securities, Inc. Rodrigo has been in the financial services industry since January 29, 2005. Rodrigo is a licensed financial advisor in Texas. Rodrigo holds the Series 6 and Series 63 licenses. Rodrigo is also licensed to sell variable contracts. Rodrigo specializes in financial planning, pension consulting and portfolio management for businesses and individuals.
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.
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.
1
2
IN
12/12/2012 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
NY
08/25/2008 - 09/25/2012
DIVERSIFIED INVESTORS SECURITIES CORP. (HARRISON NY)
NJ
10/13/1999 - 03/01/2002
ADP BROKER-DEALER, INC. (ROSELAND NJ)
CT
09/08/1997 - 06/12/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
NY
09/06/1996 - 04/24/1997
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 10/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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