Marcos Ivan Rodriguez
Professional Summary
Marcos Ivan Rodriguez, who also goes by Marcos Rodriguez, is a registered financial advisor currently at VEST SECURITIES, LLC located in Mclean, Virginia. Marcos is registered as a RR (Registered Representative) and started their career in finance in 2014. Marcos has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marcos Rodriguez
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
VEST SECURITIES, LLC
Contact Information
Main Address
8350 Broad Street Suite 240, Mclean, VA 22102Mailing Address
8350 Broad Street Suite 240, Mclean, VA 22102Phone Number
(855) 979-6060Established
Delaware since 03/19/2021Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (18 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/19/2025)
(9/11/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Marcos Ivan Rodriguez's CRS (Customer Relationship Summary).
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