Unclaimed
Antonio Reyna is a financial advisor with Osaic Wealth, Inc. in THE WOODLANDS, TX. Antonio has been in the financial industry since 1993. Antonio has experience in providing investment advice to individuals, businesses, and trusts. Antonio is also a registered investment advisor and is registered to sell securities in several states. Antonio has a wide range of experience and expertise.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (THE WOODLANDS TX)
TX
10/14/2014 - 06/14/2024
SECURITIES AMERICA, INC. (THE WOODLANDS TX)
TX
05/27/2008 - 10/22/2014
LPL FINANCIAL LLC (HOUSTON TX)
TX
10/21/2005 - 05/27/2008
IFMG SECURITIES, INC. (CORPUS CHRISTI TX)
TX
03/31/2005 - 10/11/2005
AMEGY INVESTMENTS, INC. (HOUSTON TX)
TX
02/02/2005 - 03/04/2005
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
AL
05/22/2000 - 02/04/2005
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IL
03/01/1999 - 03/22/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
12/09/1996 - 03/01/1999
CHASE SECURITIES OF TEXAS, INC. (HOUSTON TX)
CA
07/30/1993 - 12/11/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
11/16/1992 - 07/19/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
BC
Issued 12/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 07/23/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Reyna is the right advisor for you? Invested Better is here to help.