Unclaimed
Elias Reyna is a financial advisor with Centaurus Financial, Inc. Elias has been in the industry since 1999, providing financial services and advice to individuals and businesses. He has experience with a range of investment strategies and services, including financial planning, portfolio management, and insurance sales. Elias is licensed to provide securities advice in California.
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
CA
05/24/2017 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
12/13/2012 - 05/25/2017
SECURITIES AMERICA, INC. (MERCED CA)
CA
03/15/2006 - 12/21/2012
PRINCOR FINANCIAL SERVICES CORPORATION (MERCED CA)
IL
12/02/2005 - 02/03/2006
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
01/30/2004 - 06/02/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
08/30/2002 - 12/31/2003
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
SC
04/09/2002 - 04/30/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
07/30/2001 - 03/19/2002
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
VA
03/19/2001 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NJ
05/20/1998 - 01/26/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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