Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geraldo? Claim Your ProfileGeraldo Saldana Reyes is a financial advisor with over 20 years of experience in the financial services industry. Geraldo is a Certified Financial Planner and a Chartered Financial Consultant and has a strong track record of providing personalized financial advice and investment solutions to a wide range of clients, including individuals, families, businesses, and retirement plans. Geraldo is currently registered with LPL Financial LLC and has previously worked at USAA Financial Advisors, Inc. and USAA Investment Management Company. Geraldo holds several licenses, including Series 6, 7, and 63, and is registered in multiple states.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/01/2018 - Present
LPL Financial LLC (SAN ANTONIO TX)
TX
04/27/2005 - 05/04/2018
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/17/2001 - 04/27/2005
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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