Yarenis Rodriguez is a registered investment advisor, based in Atlanta, GA, with 15 years of industry experience.
Location
Atlanta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Yarenis is a registered representative with J.Alden Associates, Inc. since 2022, dedicating about 10-20% of her time to selling commissionable products. She is also appointed with NY Life & Guardian in GA, but is presently not active, and it is not clear if this is insurance-related.
Employment History
Current Registrations
Kingswood Capital Partners, LLC
Kingswood Capital Partners, LLCBroker
Pursue Wealth Partners, LLC
Previous Registrations
J. Alden Associates, INC.Broker
Icapital Wealth LLC
Cantella & CO., INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.