Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Rodriguez is a financial professional with over 8 years of experience in the industry. Timothy is registered with J.P. Morgan Securities LLC and currently holds the Series 6, Series 63, Series 6TO, and SIE licenses. Timothy is licensed in Kansas and Missouri. Timothy specializes in a wide range of financial products and services, including investment advisory, financial planning, and pension consulting. Timothy can help individuals and businesses 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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
MO
02/29/2024 - Present
J.p. Morgan Securities LLC (Springfield MO)
TX
04/29/2016 - 02/12/2019
J.P. MORGAN SECURITIES LLC (ARLINGTON TX)
BC
Issued 03/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/13/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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