Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yarenis? Claim Your ProfileYarenis Rodriguez is a financial advisor with Pursue Wealth Partners, LLC. Yarenis is licensed in California, Georgia, Kentucky, New Jersey, Oklahoma, Rhode Island, Texas, Washington, and Wyoming. Yarenis has been in the industry since April 2009 and is currently registered with FINRA and the State of Georgia. Yarenis's previous experience includes roles at Cantella & Co., Inc., Raymond James & Associates, Inc., Fidelity Brokerage Services LLC, and CUNA Brokerage Services, Inc.. Yarenis holds the Series 6, 7, 9, 10, 24, 66, and 99TO securities licenses. Yarenis has a long history of working with clients and has experience in financial planning, selection of other advisors, and portfolio management. Yarenis's primary focus is on high-net-worth individuals and corporations, and has a significant amount of assets under management.
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.
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.
1
2
GA
05/25/2023 - Present
Pursue Wealth Partners, LLC (ATLANTA GA)
CA
02/23/2022 - 10/20/2022
CANTELLA & CO., INC. (Clayton CA)
GA
03/29/2018 - 03/17/2022
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
GA
04/29/2011 - 05/03/2017
FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)
FL
04/06/2009 - 03/18/2011
CUNA BROKERAGE SERVICES, INC. (DORAL FL)
BOTH
Issued 10/11/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2020
Series 24 - General Securities Principal Examination
BC
Issued 08/22/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/04/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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