Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tamara? Claim Your ProfileTamara Rodriguez is a financial advisor at Fidelity Personal And Workplace Advisors in Orlando, Florida. Tamara has over 8 years of experience in the financial services industry and is registered to provide investment advice in 52 states. Tamara is also a registered representative with FINRA and is qualified to provide investment advice in Texas and Florida. Tamara specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Tamara is committed to providing her clients with personalized financial advice and guidance 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.
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.
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2
FL
08/02/2021 - Present
Fidelity Personal AND Workplace Advisors (ORLANDO FL)
NY
02/06/2014 - 06/02/2021
J.P. MORGAN SECURITIES LLC (FOREST HILLS NY)
NY
03/25/2013 - 12/06/2013
J.P. MORGAN SECURITIES LLC (MIDDLE VILLAGE NY)
BOTH
Issued 11/30/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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