Oswaldo Rodriguez (CRD# 7448045) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Weston, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Covington, KS | Jan 2023 - Current | 1 |
| Wells Fargo Clearing Services, LLC | Denver, CO | Sep 2021 - Jan 2023 | 1 |
| Wells Fargo Bank, Na | Denver, CO | Mar 2016 - Sep 2021 | 5 |
| Caffe Gourmet | Weston, FL | Apr 2016 - Nov 2019 | 3 |
| Florida International University | Miami, FL | Jan 2015 - May 2019 | 4 |
| Uber | Weston, FL | Nov 2017 - Dec 2017 | < 1 |
| Executive Caterers | Weston, FL | Jun 2014 - Jul 2016 | 2 |
| The Cheesecourse | Weston, FL | Nov 2014 - Mar 2016 | 1 |
| Civic Construction | Bal Harbor, FL | Jan 2015 - Oct 2015 | < 1 |
| Rs21 | Sunrise, FL | May 2015 - Jul 2015 | < 1 |
| 100 Montaditos | Weston, FL | Jul 2014 - May 2015 | < 1 |
| Florida Karate Clubs | Weston, FL | Oct 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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