William
Rodriguez
Principal Securities, Inc
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About this Advisor
William Rodriguez is a financial advisor based in Tampa, Florida, working with Principal Securities, Inc. William has previously held positions at T. Jerulle Construction, Campus First Real Estate, Seamless.Ai, Integrity Express Logistics, Tallgrass Freight, Bonefish, Dana Young, Pebble Creek Country Club, Quail Creek Country Club, Principal Securities, Principal Life Insurance Co, and Bishop Verot Catholic High School. William has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, William is part of Principal Securities, Inc, which operates out of Tampa, Florida. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.
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Fee Structure
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Principal Securities, Inc Brokerage Details
$12,105,712,948
1,349
54,844
$220,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Rodriguez Work History
Bonefish
Principal Securities
Principal Life Insurance Co
Tallgrass Freight
Seamless.Ai
Integrity Express Logistics
Pebble Creek Country Club
Quail Creek Country Club
Campus First Real Estate
Dana Young
T. Jerulle Construction
Bishop Verot Catholic High School
Disclosures
Please visit the SEC profile of William Rodriguez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Principal Securities, Inc
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