Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luanna? Claim Your ProfileLuanna Reyes is a financial advisor registered with Valic Financial Advisors, Inc. Luanna has been in the financial services industry since 2007. Luanna holds the Series 7, Series 63, and Series 65 securities licenses and is registered with the states of Alabama, Illinois, Indiana, Kentucky, Massachusetts, Michigan, Minnesota, North Carolina, North Dakota, Ohio, South Dakota, Texas, and Wisconsin. Luanna also has a background with Moody Securities, LLC and UBS Financial Services Inc. Luanna focuses on providing financial planning and portfolio management for individuals. Luanna is located in Houston, Texas and is affiliated with the Valic Financial Advisors, Inc. office located at 2919 ALLEN PARKWAY, 9th FLOOR - RETIREMENT EDUCATION CENTER, HOUSTON, TX 77019.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
TX
07/09/2021 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
04/04/2014 - 10/05/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/08/2009 - 12/20/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/07/2009 - 07/22/2009
MOODY SECURITIES, LLC (HOUSTON TX)
TX
07/12/2007 - 11/07/2008
AMREIT SECURITIES COMPANY (HOUSTON TX)
TX
03/26/2007 - 06/04/2007
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
IA
Issued 05/15/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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