Unclaimed
Martha Reynoso is a registered representative and investment advisor representative. Martha has been working in the financial industry for over 8 years. She is currently employed by Transamerica Retirement Advisors, LLC in Tolleson, AZ. Prior to that, Martha was employed by VALIC FINANCIAL ADVISORS, INC., USAA INVESTMENT SERVICES COMPANY, USAA FINANCIAL ADVISORS, INC., ASSETMARK BROKERAGE, LLC, CHARLES SCHWAB & CO., INC., MML INVESTORS SERVICES, LLC, MML STRATEGIC DISTRIBUTORS, LLC and MML DISTRIBUTORS, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
AZ
04/07/2021 - Present
Transamerica Retirement Advisors, LLC (Tolleson AZ)
AZ
07/30/2020 - 03/29/2021
VALIC FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
06/08/2020 - 08/06/2020
USAA INVESTMENT SERVICES COMPANY (Phoenix AZ)
AZ
09/09/2019 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
05/12/2017 - 06/04/2019
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
06/09/2016 - 04/12/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
01/20/2014 - 04/19/2016
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
07/31/2014 - 10/28/2014
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
AZ
01/20/2014 - 08/01/2014
MML DISTRIBUTORS, LLC (PHOENIX AZ)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Martha Reynoso is the right advisor for you? Invested Better is here to help.