Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Francisco Reyes is an Investment Advisor Representative with Newedge Advisors. Javier Reyes holds a Series 65 license, a Series 63 license and is also a registered Investment Advisor in the state of Georgia. Javier Reyes has extensive experience in the financial services industry, having worked for firms such as MORGAN STANLEY, TRIAD ADVISORS LLC, TD AMERITRADE, INC. and SUNTRUST INVESTMENT SERVICES, INC. prior to joining Newedge Advisors. Javier Reyes provides financial planning, pension consulting, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and retirement plans.
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.
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.
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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2
GA
05/10/2024 - Present
Newedge Advisors (Atlanta GA)
GA
09/23/2022 - 04/15/2024
MORGAN STANLEY (Atlanta GA)
GA
06/25/2018 - 09/14/2022
TRIAD ADVISORS LLC (NORCROSS GA)
GA
01/12/2017 - 06/22/2018
TD AMERITRADE, INC. (ALPHARETTA GA)
GA
03/10/2015 - 12/13/2016
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/14/2012 - 03/06/2015
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 05/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/09/2018
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2020
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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