Credit City New York City Review Annie Rodriguez

Annie
Rodriguez

Wells Fargo Immigration Services, LLC

CRD#4732847

Investment Advisor

in New York, NY

About this Counselor

Annie Rodriguez is a financial advisor in New York, New York. Currently a registered financial advisor at Wells Fargo Clearing Services, LLC, Rodriguez has 12 years of professional experience equally a financial advisor. Rodriguez holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Rodriguez can act as a financial advisor based out of New Jersey and Texas. During their career, the advisor has held roles at Jp Morgan Securities, LLC, Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc, Maxim Group LLC and Barclays. Wells Fargo Clearing Services, LLC is headquartered in New York, New York, and has 6,239 brick-and-mortar locations in the United states of america. As a registered investment advisory firm, Wells Fargo Clearing Services, LLC oversees $511 billion in assets dispersed across one,430,874 client accounts and employs more than 25,711 people. The amount of assets the firm manages makes information technology one of the largest firms in the land. The house manages 1,080,075 accounts on a discretionary footing, in which the counselor has the authority to brand all investment decisions. Currently 41% of the informational firm'due south clients are high-net-worth individuals, significant they have over $1 meg in assets. Wells Fargo Clearing Services, LLC can offer fiscal planning services, portfolio direction for individuals and small businesses, portfolio management for institutional clients, pension consulting services, choice of other directorate and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 years

Services Offered

Fiscal planning services, Portfolio direction for individuals and/or pocket-sized businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other directorate, Other

Fee Structure

Percent of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

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Wells Fargo Clearing Services, LLC Brokerage Details

Full Avails Nether Management

$510,933,873,086

NY Boilerplate: $11,469,110,461

Total Number of Employees

25,711

NY Average: 458

Total Number of Accounts

one,430,874

NY Boilerplate: 33,415

Average Account Size

$357,078

NY Average: $343,232

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Investment Informational Services

• Financial planning services
• Portfolio management for individuals and/or pocket-size businesses
• Portfolio management for businesses or institutional clients
• Alimony consulting services
• Selection of other advisers
• Other

Annie Rodriguez Work History

Annie has 12 years of feel.

2020 - Present (ii years)

Wells Fargo Clearing Services, LLC

2016 - 2020 (four years)

Jp Morgan Securities, LLC

2013 - 2016 (3 years)

Citigroup Global Markets Inc

2011 - 2013 (2 years)

Barclays

2008 - 2011 (3 years)

Maxim Group LLC

Disclosures

Annie Rodriguez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Clearing Services, LLC

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly bachelor data compiled from the SEC and FINRA. The named financial professional and house have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Contour content is produced by SmartAsset independently of any business relationships that might exist betwixt SmartAsset and the named financial professional and firm, and fiscal professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset's profiles.

This page contains links to SmartAsset's fiscal advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all bachelor advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Fiscal Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully consummate CFP Board'southward initial and ongoing certification requirements.

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Source: https://smartadvisormatch.com/advisor-network/new-york/annie-rodriguez-4732847

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