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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tobie? Claim Your ProfileTobie Rodriguez is an investment advisor representative with One Capital Management, LLC, located in Westlake Village, CA. Tobie has been in the industry since 2005 and has experience with a variety of firms including PFS Investments Inc. and PURSHE KAPLAN STERLING INVESTMENTS. Tobie holds the Series 6, 63, and 65 licenses. They specialize in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Tobie also provides financial planning and pension consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
CA
01/03/2023 - Present
ONE Capital Management, LLC (WESTLAKE VILLAGE CA)
CA
06/10/2015 - 03/14/2019
PURSHE KAPLAN STERLING INVESTMENTS (WOODLAND HILLS CA)
CA
01/31/2014 - 04/07/2015
PFS INVESTMENTS INC. (PASADENA CA)
CA
09/24/2011 - 12/31/2013
PFS INVESTMENTS INC. (PASADENA CA)
CA
08/15/2009 - 09/03/2009
PFS INVESTMENTS INC. (SANTA BARBARA CA)
GA
01/10/2005 - 08/27/2007
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 09/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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