Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph James Reina is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, with more than 8 years of experience in the financial industry. Joseph is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 7, Series 63, and Series 66 license, and the Securities Industry Essentials (SIE) exam. Joseph is also a registered investment advisor representative in Texas. Before joining CliftonLarsonAllen Wealth Advisors, LLC, Joseph was a registered representative at Fidelity Brokerage Services LLC. Joseph specializes in providing financial advice to individuals, corporations, pension and profit sharing plans, and charitable organizations.
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.
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
TX
11/04/2022 - Present
Cliftonlarsonallen Wealth Advisors, LLC (Addison TX)
TX
05/03/2014 - 10/17/2022
FIDELITY BROKERAGE SERVICES LLC (DALLAS TX)
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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