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Erick Reinoso

Guerra Advisory Services

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About Erick Reinoso

Erick Reinoso is a financial advisor with Guerra Advisory Services in Miami, Florida. Erick is a registered investment advisor representative and holds the Series 6, Series 7, Series 63 and Series 66 licenses. Erick has been in the financial services industry for over 10 years. Erick has experience providing financial planning and portfolio management services to individuals, corporations and pension and profit sharing plans. Prior to joining Guerra Advisory Services, Erick was a financial advisor with Wells Fargo Advisors, LLC.

Firm Information

Erick Reinoso is currently registered with Guerra Advisory Services. Guerra Advisory Services is an investment advisor based in Miami, FL. The firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Guerra Advisory Services has $139,012,254 in regulatory assets under management, with 3,265 total accounts.
Guerra Advisory Services

6401 SW 87 AVENUE

MIAMI, FL 33173

$139.01M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erick Reinoso’s Registration & Firm History

FL

03/28/2023 - Present

Guerra Advisory Services (MIAMI FL)

FL

11/05/2012 - 01/26/2023

WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)

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Licenses & Designations

BOTH

Issued 11/02/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 11/02/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Reinoso.
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