Elvis Rodriguez, Chfc®, Emba

Elvis Rodriguez, Chfc®, Emba Email and Phone Number

Managing Partner @ Sky Alpha Asset Advisors @ FGI Realty
Elvis Rodriguez, Chfc®, Emba's Location
Boca Raton, Florida, United States, United States
Elvis Rodriguez, Chfc®, Emba's Contact Details

Elvis Rodriguez, Chfc®, Emba work email

Elvis Rodriguez, Chfc®, Emba personal email

n/a
About Elvis Rodriguez, Chfc®, Emba

I became a FINRA registered representative in 1998 and an SEC investment adviser representative in 2012. I am also a state-licensed real estate and insurance agent and hold the Chartered Financial Consultant® professional designation. As a ChFC® designee, I can identify and establish specific financial goals and formulate, implement and monitor comprehensive plans for business owners, professionals, and high-net-worth families to achieve those goals. I provide expert advice on a broad range of financial topics, including wealth accumulation, financial planning, life insurance, investments, and retirement planning. Currently, I am a candidate for CFP® certification.

Elvis Rodriguez, Chfc®, Emba's Current Company Details
FGI Realty

Fgi Realty

View
Managing Partner @ Sky Alpha Asset Advisors
Elvis Rodriguez, Chfc®, Emba Work Experience Details
  • Sky Alpha Asset Advisors
    Managing Partner
    Sky Alpha Asset Advisors Jun 2023 - Present
  • Fgi Realty
    Real Estate Sales Associate
    Fgi Realty Nov 2023 - Present
    Weston, Florida, Us
    Florida Licensed Real Estate Associate
    View
  • Newbridge Securities Corporation
    Chartered Financial Consultant® / Senior Investment Advisor
    Newbridge Securities Corporation Dec 2014 - Jun 2023
    Boca Raton, Florida, Us
    Manage investment portfolios, insurance needs and retirement planning for high net worth individuals and corporations.
    View
  • International Assets Advisory
    Investment Advisor Representative
    International Assets Advisory Sep 2009 - Dec 2014
    Orlando, Fl, Us
    Managed investment portfolios and insurance needs for high net worth individuals and corporations
    View
  • Gunnallen Financial
    Registered Representative
    Gunnallen Financial Jan 2004 - Sep 2009
    Tampa, Florida, Us
    Managed investment portfolios for high net worth individuals and corporations
    View

Elvis Rodriguez, Chfc®, Emba Skills

Wealth Management Investments Sales Life And Health Insurance Alternative Investments Options Strategies Financial Analysis Annuities Bilingual Communications Customer Service Research Public Speaking Leadership Microsoft Office Hold Series 7 Hold Series 24 Hold Series 4 Hold Series 63 Hold Series 65

Elvis Rodriguez, Chfc®, Emba Education Details

  • Quantic School Of Business And Technology
    Quantic School Of Business And Technology
    Finance And Blockchain Specialization
  • The American College Of Financial Services
    The American College Of Financial Services
    Chartered Financial Consultant
  • Stony Brook University
    Stony Brook University
    Economics / Applied Mathematics & Statistics

Frequently Asked Questions about Elvis Rodriguez, Chfc®, Emba

What company does Elvis Rodriguez, Chfc®, Emba work for?

Elvis Rodriguez, Chfc®, Emba works for Fgi Realty

What is Elvis Rodriguez, Chfc®, Emba's role at the current company?

Elvis Rodriguez, Chfc®, Emba's current role is Managing Partner @ Sky Alpha Asset Advisors.

What is Elvis Rodriguez, Chfc®, Emba's email address?

Elvis Rodriguez, Chfc®, Emba's email address is er****@****ies.com

What schools did Elvis Rodriguez, Chfc®, Emba attend?

Elvis Rodriguez, Chfc®, Emba attended Quantic School Of Business And Technology, The American College Of Financial Services, Stony Brook University.

What skills is Elvis Rodriguez, Chfc®, Emba known for?

Elvis Rodriguez, Chfc®, Emba has skills like Wealth Management, Investments, Sales, Life And Health Insurance, Alternative Investments, Options Strategies, Financial Analysis, Annuities, Bilingual Communications, Customer Service, Research, Public Speaking.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.