Fernando X. Rodriguez
Fernando is the VP Financial Advisor with HSBC Securities USA Inc. and has over 20 years experience in banking and investments. Fernando manages a portfolio of 420 clients. He conducts needs assessment meetings with current and potential clients, works closely with the Premier Relationship Manager recommending investments and insurance products to meet individual needs based on objectives, risk tolerance and proper asset allocation. Fernando and serves as the frontline point of contact to clients with the goal of expanding relationships while ensuring the delivery of the highest level of customer service.
Fernando graduated from Mercy College in Dobbs Ferry, NY with a B.A. in Psychology in 1982. He is fluent in Spanish and a is licensed NASD series 7, 63, and 66 as well as Life and Variable Annuity. Fernando was born in Bogota, Colombia and moved to New Rochelle NY at the age of 16 with his parents and his two sisters . He moved to South Florida in 1996. Fernando is married to Mercedes and has two children, Andrea and Mikael.
When Fernando is not taking on the challenge of the summer, “Dancing in front of 800 of his newest and closest friends”, he is playing tennis or running to keep in shape and giving his time to worthwhile charities in town including George Snow Scholarship Fund, the Board of Parkland Soccer Club and a member of the Greater Boca Raton Chamber of Commerce.