NNick Rodriguez CFP®'s
email & phone
Current Position:
Wealth Management Advisor at Sovereign Wealth Strategies GroupExperience:
14 yearsLocation:
Greater Colorado Springs Area, United StatesHow to contact Nick Rodriguez CFP®
n**@raymondjames.com
+1-***-***-4529
Work Experience
Sep 2022 - Current
Jan 2020 - Sep 2022
Apr 2020 - Apr 2022
Jan 2020 - Apr 2020
Nov 2018 - Apr 2020
Jan 2019 - Apr 2019
May 2018 - Nov 2018
Nov 2016 - May 2018
Jul 2015 - Oct 2016
Jun 2011 - May 2015
Jun 2014 - Aug 2014
Education
Bachelors of Science at United States Military Academy at West Point
Certified Private Wealth Advisor at Yale School of Management
Northwestern University
Retirement Income Certified Professional at The American College of Financial Services
Current Company Information Sovereign Wealth Strategies Group
Name: Sovereign Wealth Strategies Group
Speciality: Wealth management, Financial planning, Risk management, Military compensation, Veteran benefits, Corporate benefits, Family wealth planning, Retirement, Investment management, Insurance solutions
Location: Colorado Springs, Colorado, United States
Employees: 10-50
HQ Phone: 719-785-0011
Description: Our mission is to offer world class financial planning, wealth management, and client service support to help our clients achieve financial well-being and accomplish their most mea...
Frequently Asked Questions
What is Nick Rodriguez CFP®'s minimum period of employment in the companies?
Nick Rodriguez CFP®'s minimum period of employment in various companies is 2 months.What is Nick Rodriguez CFP®'s average duration of employment for different companies?
On average, Nick Rodriguez CFP® works for one company for 1 year 5 monthsWhat industries has Nick Rodriguez CFP® worked in?
Nick Rodriguez CFP® works in the Financial Services. Previously, Nick Rodriguez CFP® worked in the Military, and Higher Education, and International Affairs.What positions has Nick Rodriguez CFP® held before?
Previously, Nick Rodriguez CFP® worked as a Certified Financial Planner, and Financial Advisor, and Corporate Fellow, and Assistant Battalion Plans and Operations Officer, and US Army Best Ranger Competitor (4 ID).How do I contact Nick Rodriguez CFP®?
Nick Rodriguez CFP®'s email address is n**@raymondjames.com, phone number is +1-***-***-4529. Sign up to get contact details.Who are Nick Rodriguez CFP®'s peers at other companies?
Nick Rodriguez CFP®'s peers at other companies are Jameson Lett and Patrick Velasco and Melissa PowellFind email for 850M+ professionals
