Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Victor? Claim Your ProfileVictor Rodriguez is a financial advisor with Edward Jones. Victor has over 20 years of experience in the financial services industry. Victor holds a variety of licenses and certifications, including the Series 6, 7, 63, 65, and 66. Victor has previously worked for Merrill Lynch, UBS Financial Services Inc., Citigroup Global Markets Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. Victor specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Victor is committed to providing his clients with personalized financial advice and helping 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
04/21/2023 - Present
Edward Jones (ESTERO FL)
FL
07/02/2021 - 04/19/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MYERS FL)
NJ
04/25/2003 - 04/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/23/2001 - 05/13/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MA
07/30/1999 - 02/01/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/30/1999 - 02/01/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/27/2020
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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