Unclaimed
Arlis Reuter is an Investment Advisor Representative at Prospera Private Wealth, LLC. Arlis has been in the industry since 2000 and is registered in Oklahoma and Texas. Arlis has experience in providing financial planning, pension consulting and portfolio management for individuals. Arlis is also registered to provide services to high-net-worth individuals, charitable organizations and pension and profit-sharing plans.
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.
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
OK
08/24/2021 - Present
Prospera Private Wealth, LLC (OKLAHOMA CITY OK)
OK
07/02/2008 - 07/12/2021
WELLS FARGO CLEARING SERVICES, LLC (EDMOND OK)
OK
04/18/2000 - 07/14/2008
CITIGROUP GLOBAL MARKETS INC. (OKLAHOMA CITY OK)
BOTH
Issued 05/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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