Unclaimed
Manuel Reynoso is a financial advisor currently registered with Cetera Investment Advisers LLC, a firm that manages over $100 billion in assets. Manuel is also registered as an Investment Advisor Representative in California and Texas. He has worked in the financial industry for over 10 years, providing financial planning and investment advice to individuals, families, and businesses. He is also experienced in providing portfolio management services. Manuel holds Series 6, 7, and 63 securities licenses, along with the Series 65 Investment Advisor Law Examination, and the SIE.
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.
1
2
CA
05/16/2022 - Present
Cetera Investment Advisers LLC (PASADENA CA)
CA
03/25/2017 - 03/12/2020
MML INVESTORS SERVICES, LLC (PASADENA CA)
CA
10/01/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (PASADENA CA)
CA
11/06/2012 - 10/06/2015
WADDELL & REED (RIVERSIDE CA)
CA
06/08/2012 - 08/31/2012
FARMERS FINANCIAL SOLUTIONS, LLC (SAN DIMAS CA)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/4/2014
Series 7 - General Securities Representative Examination
BC
Issued 6/6/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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