Roberto RodeznoCRD Number: 3178708
Current Firm: Wells Fargo Advisors, LLC
Roberto Rodezno (CRD# 3178708) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wells Fargo Advisors LLC||Saint Louis, MO||May 2009 - Current||7|
|Wachovia Securities, LLC||Richmond, VA||Feb 2007 - May 2009||2|
|E.s. Financial Services, Inc.||Miami, FL||Mar 2005 - Feb 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2000|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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