Frank Rodriguez (CRD# 6613055) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mohegan Lake, NY and has over 6 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 6865326
Citigroup Global Markets Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
F. J. Rodriques, LLC | Yorktown Heights, NY | Mar 2024 - Current | < 1 |
Jpmorgan Chase Bank, N.a. | Peekskill, NY | Nov 2019 - Current | 4 |
Jp Morgan Securities LLC | Peekskill, NY | Nov 2019 - Current | 4 |
Home Depot | Brewster, NY | Sep 2023 - Mar 2024 | < 1 |
The Prudential Insurance Company Of America | White Plains, NY | Sep 2017 - Nov 2019 | 2 |
Pruco Securities, LLC | White Plains,, NY | Apr 2017 - Nov 2019 | 2 |
Lakeland Capital Management | Yorktown Heights, NY | Sep 2016 - Sep 2017 | 1 |
Unemployed | Yorktown Heights, NY | Jan 2017 - Apr 2017 | < 1 |
Self Employed | Yorktown Heights, NY | Jul 2016 - Dec 2016 | < 1 |
Archer Financial Services Inc. | New York, NY | Apr 2013 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2017 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2022 |
- NY
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Total Assets Under Management249,731MILLIONS
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Total Number of Accounts1,034,072ACCOUNTS
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Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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