Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Marie Rodriguez is a financial advisor with over 27 years of experience in the financial services industry. Suzanne is registered with LPL Financial LLC and is licensed to provide investment advice in Wisconsin and Texas. Suzanne has a diverse background in the financial services industry, including experience with Johnson Bank, Invest Financial Corporation, and LPL Financial LLC. Suzanne has a strong track record of helping clients achieve their financial goals and is committed to providing personalized advice and exceptional service.
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.
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WI
06/30/2020 - Present
LPL Financial LLC (KENOSHA WI)
WI
07/25/1995 - 02/14/2018
INVEST FINANCIAL CORPORATION (KENOSHA WI)
IA
Issued 06/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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