Gwen Rodriguez

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Gwen Rodriguez

Investment Representative
Serving EECU Member Investment Services, Selma, VanNess (Fresno), Demaree (Visalia), Madera and Merced branches

Phone: 
559-437-7843
Fax: 
559-451-0839

CA Insurance Lic. #0F33805
EECU Member Investment Services
2222 W. Shaw Ave.
Fresno, CA 93711

Gwen is a Investment Representative and currently holds Series 6 and 63 securities registrations held through LPL Financial, and is a California licensed life insurance agent.  Gwen has been with Educational Employees Credit Union for over 30 years and entered the securities industry in 2001.  She is committed to helping credit union members understand the importance of investing for the future by creating custom, personalized strategies.

Gwen brings a high level of professionalism, integrity, and commitment to each credit union member relationship.  Plus, she assists the team by providing support in the day-to-day business management of the EECU Member Investment Services investment program as the Program Administrator.

 

 

Team members

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Investment Representative
Serving EECU Member Investment Services, Armstrong, Clovis North, Old Town Clovis, and Perrin Offices

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Investment Representative
Serving EECU Member Investment Services, Reedley, Visalia, Demaree (Visalia), Tulare, Hanford, Porterville, and Paso Robles branches

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Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU Member Investment Services, Milburn and Valentine branches

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Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional
Serving EECU Member Investment Services, Clinton Way, Sanger, and Sunnyside branches

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Investment Representative
Serving EECU Member Investment Services, Selma, VanNess (Fresno), Demaree (Visalia), Madera and Merced branches

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Investment Representative
Serving EECU’s Barstow branch

Senior Vice President
Investment Program Manager

Administrative Associate

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Administrative Associate

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Administrative Associate

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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