Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rolando? Claim Your ProfileRolando Rodriguez is a financial advisor with over 6 years of experience in the financial services industry. Currently registered with Oneamerica Securities, Inc., Rolando has a strong background in securities and investment products. His experience includes working with clients on a variety of financial planning needs, including portfolio management, retirement planning, and education savings. Prior to joining Oneamerica Securities, Inc., Rolando held a position with NYLIFE Securities LLC. Rolando is dedicated to providing his clients with personalized financial advice to help them achieve their financial goals.
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
TX
03/06/2024 - Present
Oneamerica Securities, Inc. (Lubbock TX)
TX
05/01/2017 - 02/20/2024
NYLIFE SECURITIES LLC (LUBBOCK TX)
BC
Issued 08/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rolando Rodriguez is the right advisor for you? Invested Better is here to help.
