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ER

Erik A. Rodriguez

FCF SECURITIES AND DERIVATIVES LLC
Chicago, IL 60605
Some features on this profile are disabled
CRD#: 6633672
ER

Professional summary


Erik A Rodriguez is a registered financial professional currently at FCF SECURITIES AND DERIVATIVES LLC located in Chicago, Illinois and HAMILTON EXECUTIONS LLC located in New York, New York.

Erik is registered as a RR (Registered Representative) and started their career in finance in 2016. Erik has worked at 4 firms and has passed the Series 63, Series 65, Series 99TO, Series 57TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Erik A Rodriguez's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 14, 2017 - Present

FCF SECURITIES AND DERIVATIVES LLC

Office #1: 440 S. Lasalle St Suite 845, Chicago, IL 60605
BD
CRD#: 157067
Chicago, IL
Current

September 12, 2024 - Present

HAMILTON EXECUTIONS LLC

Office #1: 11 Wall Street, New York, NY 10005
BD
CRD#: 127653
New York, NY
Current

September 12, 2024 - Present

CASEY SECURITIES LLC

Office #1: 100 Drakes Landing Road Building 100a - 2nd Floor Suite 210, Greenbrae, CA 94904
BD
CRD#: 35230
Greenbrae, CA
Past

April 25, 2016 - August 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ROLLING MEADOWS, IL
Past

April 14, 2016 - August 2, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ROLLING MEADOWS, IL

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(6/14/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 5/5/2016
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 9/12/2024
Operations Professional Examination
General Industry/Product Exam
RR
Series 57TO
Date: 4/6/2021
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


CS
CASEY SECURITIES LLC
CASEY SECURITIES LLC | RFA SECURITIES | CASEY SECURITIES, LLC | CASEY SECURITIES, INC.

CRD#: 35230 / SEC#: , 8-21205

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
100 Drakes Landing Road Building 100a - 2nd Floor Suite 210, Greenbrae, CA 94904
Mailing Address
100 Drakes Landing Road Building 100a - 2nd Floor Suite 210, Greenbrae, CA 94904
Phone number
(415) 954-5579
Established
Delaware since 01/01/2019
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
FCF GROUP INTERMEDIATE HOLDINGS LLC100% DIRECT OWNER
POSTREL, HELENE BERSONPRINCIPAL FINANCIAL OFFICER2240945
POSTREL, HELENE BERSONPRINCIPAL OPERATIONS OFFICER2240945
POSTREL, HELENE BERSONFINOP2240945
VORA, ANISH MCEO5466748
WONG, WILLIE LCHIEF COMPLIANCE OFFICER4170997

Disclosures


Regulatory Event19

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CASEY SECURITIES LLC

CRD#: 35230Chicago, IL 60605

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