First Vice President - Investments

Address: 2649 SOUTH ROAD, POUGHKEEPSIE, NY 12601
Phone: 845-451-7784 | 866-810-6917    Fax: 845-452-7364

My Commitment to You

My Associate(s): Denise Morgantini, Client Associate

My Experience

  • 2012 - Present: Wells Fargo Advisors
  • 1994 - 2012: Morgan Stanley
  • 1989 - 1994: Janney Mongomery Scott
  • 1983 - 1989: David Lerner Associates

My Education & Credentials

  • Bachelor Of Science in Business Administration Mercy College
  • Associates Of Appied Science Retail Business Management

My Community Involvement

  • Oakwood Friends School Poughkeepsie, NY - Board Member
Securities Registered in the following states: AZ, CA, CT, DE, FL, IN, LA, MA, ME, NC, NJ, NV, NY, PA, PR, SC, VA, VT
Insurance licensed in the following states: AK, AR (Lic. # 414518), AZ, CA (Lic. # 0K21700), CT, FL, NC, NJ, NY, PA, SC, VA
FRED RODRIGUEZ JR: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New York: POUGHKEEPSIE Branch