Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Rodriguez is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Blackrock Investment Management, LLC in New Jersey and New York. William has a broad range of experience in providing investment advice to a variety of clients including individuals, corporations, investment companies, pooled investment vehicles and charitable organizations. William is also registered as an Investment Advisor Representative in numerous states. He holds FINRA Series 7, 63, and 65 licenses as well as the SIE exam. Prior to joining Blackrock, William worked at FAM Distributors, Inc., Chase Investment Services Corp., Citigroup Global Markets Inc., and Edward Jones.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
08/06/2021 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
06/06/2006 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
IL
09/07/2004 - 04/04/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
07/18/2002 - 09/23/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
08/29/2000 - 06/28/2002
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/04/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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