Unclaimed
Salvador Rodriguez is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since December 4, 2000. Salvador has a wide range of experience and holds several licenses and certifications, including Series 7, 66, 6TO, and 31. Salvador has provided financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cetera Investment Advisers LLC offers a variety of financial services, including financial planning, investment management, and retirement planning.
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
CA
01/28/2005 - Present
Cetera Investment Advisers LLC (SAN FRANCISCO CA)
VA
11/21/2003 - 01/01/2004
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
12/04/2002 - 11/11/2003
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
11/23/1999 - 11/29/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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