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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Reyes is a financial advisor with Creative Planning, located in Yukon, OK. Alexander is a Certified Financial Planner with over 5 years of experience in the financial services industry. Alexander has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. Alexander holds a Series 7TO, Series 66, and SIE licenses. Previously Alexander worked for Edward Jones and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
10/28/2024 - Present
Creative Planning (OVERLAND PARK KS)
OK
12/14/2023 - 04/11/2024
EDWARD JONES (OKLAHOMA CITY OK)
OK
09/08/2021 - 12/27/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OKLAHOMA CITY OK)
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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