Alison Rodriguez, financial advisor Virginia Beach VA

Alison Rodriguez

CRD Number: 6609817
Current Firm: Financial Security Advisory Inc.

Alison Rodriguez (CRD# 6609817) is an Investment Advisor Representative working at Financial Security Advisory Inc. in Virginia Beach, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Security Management, Inc. Virginia Beach, VA Jan 2016 - Current 5
Homemaker Virginia Beach, VA Oct 2013 - Jan 2016 2
Swartz, Taliaferro, Swartz And Goodove Norfolk, VA Oct 2012 - Oct 2013 1
Breit, Drescher, Imprevento And Walker Virginia Beach, VA Aug 2010 - Oct 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Alison B. Rodriguez
Phone Number: 757-431-1414
Firm Website:
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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