Unclaimed
Diego Alexander Reyes cano is a financial advisor at Raymond James & Associates, Inc. located in Melbourne, FL. Diego has been in the financial industry since 2023 and has earned the Series 7TO and SIE licenses. Diego has experience with various investment strategies and can help clients with their financial planning needs. Diego is passionate about helping clients reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/02/2024 - Present
Raymond James & Associates, Inc. (Melbourne FL)
FL
06/26/2023 - 04/26/2024
TRUIST INVESTMENT SERVICES, INC. (ORLANDO FL)
BOTH
Issued 10/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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