Unclaimed
Amanda Reyes is a financial advisor at Edward Jones, located in Boerne, TX. Amanda has been working in the financial services industry since 2011. Amanda has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Amanda's professional designations include Series 66, Series 7, and SIE exams. Amanda is committed to providing her clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/15/2024 - Present
Edward Jones (BOERNE TX)
TX
06/08/2020 - 07/22/2024
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
02/04/2014 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
SD
08/30/2011 - 01/28/2013
THRIVENT INVESTMENT MANAGEMENT INC. (MADISON SD)
TX
12/22/2010 - 08/23/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
03/26/2010 - 11/12/2010
EDWARD JONES (SAN ANTONIO TX)
BOTH
Issued 04/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Amanda Reyes is the right advisor for you? Invested Better is here to help.