Unclaimed
Fernando Reategui is a financial professional with over 28 years of experience in the financial services industry. Fernando is currently registered with The Leaders Group, Inc. and is a licensed Series 7, Series 24, and Series 63. Fernando has held previous positions with several well-known firms, including SAGEPOINT FINANCIAL, INC., ING FINANCIAL PARTNERS, INC., and J.P. MORGAN SECURITIES INC. Fernando has a strong track record of success in the financial services industry and is committed to providing clients with the highest level of service.
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.
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.
1
2
CO
01/04/2016 - Present
THE Leaders Group, Inc. (LITTLETON CO)
AZ
01/16/2014 - 12/31/2015
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
PA
04/11/2011 - 12/31/2013
ING FINANCIAL PARTNERS, INC. (BALA CYNWYD PA)
FL
10/01/2008 - 04/15/2009
J.P. MORGAN SECURITIES INC. (MIAMI FL)
FL
02/19/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (MIAMI FL)
PA
02/07/2000 - 06/30/2005
PFG DISTRIBUTION COMPANY (PHILADELPHIA PA)
MA
02/10/1998 - 08/24/1999
SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
09/05/1995 - 01/12/1998
MONY SECURITIES CORP. (NEW YORK NY)
MA
08/27/1993 - 08/23/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/02/1990 - 03/17/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/02/1990 - 03/17/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
MO
03/21/1989 - 04/07/1990
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
BC
Issued 08/16/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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