Alejandro RodriguezCRD Number: 6409753
Current Firm: Vicus Capital, Inc.
Alejandro Rodriguez (CRD# 6409753) is an Investment Advisor Representative working at Vicus Capital, Inc. in Coral Gables, FL and has over 8 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Vicus Capital, Inc.||State College, PA||Aug 2023 - Current||< 1|
|Zenith Point Wealth Management LLC||Coral Gables, FL||Aug 2023 - Current||< 1|
|Jp Morgan Chase Bank, N.a.||Miami Beach, FL||May 2018 - Aug 2023||5|
|Jp Morgan Securities, LLC||Miami Beach, FL||May 2018 - Aug 2023||5|
|Morgan Stanley Private Bank, National Association||Boca Raton, FL||Feb 2015 - May 2018||3|
|Morgan Stanley||Boca Raton, FL||Oct 2014 - May 2018||3|
|Total Bank||Miami, FL||Oct 2012 - Sep 2014||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management2,015MILLIONS
Total Number of Accounts8,080ACCOUNTS
Average Account Value$249,353
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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