Christopher Rodriguez, financial advisor Flint MI
93 score

Christopher Rodriguez

CRD Number: 6288299
Current Firm: Stifel, Nicolaus & Company, Incorporated

Christopher Rodriguez (CRD# 6288299) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Flint, MI and has over 4 years of experience in the finance industry. Christopher Rodriguez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stifel Nicolaus & Co Inc. Flint, MI Dec 2017 - Current < 1
Wells Fargo Clearing Services, LLC Flint, MI Nov 2016 - Dec 2017 1
Wells Fargo Advisors, LLC Flint, MI Jan 2014 - Nov 2016 2
Citibank, Na Ann Arbor, MI Jun 2012 - Dec 2013 1
Us Department Of Agriculture- Rural Development Flint, MI Sep 2011 - Jun 2012 < 1
Na- Unemployed Grand Blanc, MI Apr 2010 - Sep 2011 1
Us Army- 75th Ranger Regiment Hunter Army Airfield (savannah), GA Feb 2006 - Apr 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Christopher J. Rodriguez
Phone Number: 314-342-2000
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    53,887
    MILLIONS
  • Total Number of Accounts
    141,170
    ACCOUNTS
  • Average Account Value
    $381,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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