Juan Rodriguez

VP - Financial Consultant

+1 201-967-3581

Financial credentials

  • Series 6, 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

22 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Wealth Advisor, TIAA-CREF, 2018-2020
  • Financial Consultant, FIDELITY BROKERAGE SERVICES LLC, 2011-2017
  • Financial Consultant, PNC Investments, 2002-2011
  • Registered Advisor, NYLife Securities, 2001-2002
  • Registered Advisor, Prudential Financial, 1999-2001

Education

  • Bachelor of Science, Montclair State University

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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