Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ryan? Claim Your ProfileRyan Rodriguez is a financial advisor with LPL Financial LLC, a large firm managing over $50 billion in assets. Ryan has been in the financial services industry since 2016 and is licensed to sell securities in Florida and Georgia. Ryan holds both Series 6 and 63 licenses as well as Series 7 and Series 65. Ryan has extensive experience with financial planning, portfolio management, and pension consulting. Ryan also provides other advisory services, including consulting and selection of other advisors. Ryan's focus is on providing high-quality advice to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2023 - Present
LPL Financial LLC (TAMPA FL)
FL
05/17/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TAMPA FL)
FL
09/22/2016 - 07/15/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 06/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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