Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ismael? Claim Your ProfileIsmael Eradio Reyes retana is an investment advisor representative who has been in the financial services industry since 1999. Ismael is currently registered with LPL Financial LLC. Ismael is a registered investment advisor representative in Arizona, District of Columbia, Florida, Illinois, Kansas, and Texas. Ismael's previous experience includes roles at IFMG Securities, Inc., UBS PaineWebber Inc. and U.S. Global Brokerage, Inc. Ismael has passed the SIE, Series 6, Series 7, Series 26, and Series 63 exams.
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.
1
2
TX
05/27/2008 - Present
LPL Financial LLC (LAREDO TX)
TX
09/19/2002 - 05/27/2008
IFMG SECURITIES, INC. (ZAPATA TX)
NJ
06/05/2001 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
TX
08/16/1999 - 05/10/2001
U.S. GLOBAL BROKERAGE, INC. (SAN ANTONIO TX)
BOTH
Issued 08/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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