Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Alejandro Rodriguez is a financial advisor with Charles Schwab & CO., Inc. located in Phoenix, AZ. Samuel has been in the industry since February 2023. Previously, Samuel worked at J.P. MORGAN SECURITIES LLC in Tempe, AZ. Samuel is a licensed Series 6TO and SIE representative.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/10/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
04/21/2022 - 07/16/2022
J.P. MORGAN SECURITIES LLC (TEMPE AZ)
BC
Issued 04/21/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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