Jeffrey Rodriguez's Location
Puerto Rico
Jeffrey Rodriguez's Work
- Registered Representative @ National Financial Corporation
- President @ 360 Rodriguez Group, LLC
- Director @ International Financial Solutions
- VP Investments @ Freedom Advisory, LLC
- Financial Advisor @ UBS
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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