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Josue Reyes

Planguide Financial

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About Josue Reyes

Josue Reyes is a registered investment advisor representative with Planguide Financial. Josue Reyes has been in the industry since June 2024. Josue Reyes holds a Series 63 and Series 66 registration. Josue Reyes's previous experience includes working at CHARLES SCHWAB & CO., INC. and TD AMERITRADE, INC.. Planguide Financial specializes in providing financial planning, pension consulting, and portfolio management for businesses and individuals.

Firm Information

Josue Reyes is currently registered with Planguide Financial. Planguide Financial is a financial advisor located in . They manage approximately $44.5 million in assets, primarily for pension and profit-sharing plans. They offer financial planning, pension consulting, and portfolio management for businesses and individuals.

$44.50M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Josue Reyes’s Registration & Firm History

TX

07/24/2024 - Present

Planguide Financial (DALLAS TX)

TX

06/01/2022 - 04/08/2024

CHARLES SCHWAB & CO., INC. (Westlake TX)

TX

05/16/2020 - 12/31/2023

TD AMERITRADE, INC. (Westlake TX)

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Licenses & Designations

BOTH

Issued 04/22/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/15/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/22/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Josue Reyes.
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