Jeffrey Rodriguez's Location

Puerto Rico

Jeffrey Rodriguez's Work

Jeffrey Rodriguez's Education

  • Yale School of Management

    Investment Management Theory and Practice (Investments and Securities)

    2017 - 2017
  • Kaplan University

    Certificate (Financial Planning)

    2008 - 2009
  • University of Phoenix

    MBA (Global Management)

    2005 - 2008
  • Pontificia Universidad Católica de Puerto Rico

    BA (Public Accounting)

    1997 - 2002

Jeffrey Rodriguez's Skills

  • Wealth Management
  • Investments
  • Strategic Financial Planning
  • Retirement Planning
  • Series 7
  • Investment Advisory
  • Securities
  • Mutual Funds
  • Retirement
  • Portfolio Management

Jeffrey Rodriguez's Summary

Jeffrey Rodriguez, based in Puerto Rico, is currently a Registered Representative at National Financial Corporation, bringing experience from previous roles at 360 Rodriguez Group, LLC, International Financial Solutions, Freedom Advisory, LLC and UBS. Jeffrey Rodriguez holds a 2017 - 2017 Investment Management Theory and Practice in Investments and Securities @ Yale School of Management. With a robust skill set that includes Wealth Management, Investments, Strategic Financial Planning, Retirement Planning, Series 7 and more, Jeffrey Rodriguez contributes valuable insights to the industry. Jeffrey Rodriguez has 2 emails on RocketReach.
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