Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yajaira? Claim Your ProfileYajaira Rodriguez is a financial advisor registered with Truist Advisory Services, Inc. in Orlando, FL. Yajaira has been in the industry since September 9, 2010 and has experience with Wells Fargo Clearing Services, LLC and Chase Investment Services Corp. Yajaira provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and publication of periodicals. Yajaira Rodriguez also provides wrap fee products and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
03/11/2020 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
NJ
07/20/2011 - 05/03/2017
WELLS FARGO CLEARING SERVICES, LLC (POMPTON PLAINS NJ)
NJ
11/22/2007 - 10/07/2008
CHASE INVESTMENT SERVICES CORP. (LODI NJ)
BOTH
Issued 03/06/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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