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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Reyes is a financial advisor with EP Wealth Advisors in Torrance, CA. Fernando has been in the industry since 2007 and holds the Series 66, Series 7, and SIE licenses. Fernando is also a Certified Financial Planner and a Chartered Financial Consultant. Fernando is registered with the state of California. Fernando has worked with a variety of clients including individuals, families, businesses, and charitable organizations. Fernando offers a range of financial services, including financial planning, retirement planning, investment management, and tax preparation. Fernando also has experience working with clients who have significant assets, including high-net-worth individuals and families. Fernando is committed to providing his clients with personalized and comprehensive financial advice.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
03/15/2022 - Present
EP Wealth Advisors (TORRANCE CA)
CA
03/07/2011 - 09/28/2015
CITY NATIONAL SECURITIES, INC. (BEVERLY HILLS CA)
CA
03/30/2007 - 10/06/2010
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
BOTH
Issued 04/07/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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