Daniel Rodriguez Gonzalez (CRD# 7160598) is an Investment Advisor Representative working at Consultiva Wealth Management, Corp. in San Juan, PR and has over 4 years of experience in the finance industry.
CRD# 6245227
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1688356
Ipi Wealth Management, Inc.
CRD# 2872363
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Huntleigh Securities Corporation | San Juan, PR | Jul 2020 - Current | 3 |
Consultiva Wealth Management, Corp. | San Juan, PR | Mar 2020 - Current | 4 |
Mutual Of Omaha Investor Services | Guaynabo, PR | Jul 2019 - Mar 2020 | < 1 |
Mutual Of Omaha Insurance Company | Guaynabo, PR | Jul 2019 - Mar 2020 | < 1 |
Allied Logistics | Caguas, PR | May 2018 - Jun 2019 | 1 |
Fluor | Guaynabo, PR | Jan 2018 - May 2018 | < 1 |
Senor Frog's Restaurant | San Juan, PR | Aug 2017 - Jan 2018 | < 1 |
Colegio Rosa Bell | Guaynabo, PR | Jul 2016 - Jul 2017 | 1 |
Universidad Interamericana | Guaynabo, PR | Jul 2014 - Jul 2016 | 2 |
Universidad Intermericana | San Juan, PR | Jul 2012 - Jul 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
S63 | Uniform Securities State Law Examination | Feb 2021 |
- PR
-
Total Assets Under Management466MILLIONS
-
Total Number of Accounts143ACCOUNTS
-
Average Account Value$3,260,864
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CT, DC, FL, GA, NJ, NY, PR, TX
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