Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Reynolds is a financial professional with over 25 years of experience in the industry. Marvin has a strong background in investments and financial planning, holding Series 6, 62 and 63 licenses. Marvin is currently registered with Brookstone Capital Management LLC and has previously worked with First Western Advisors, Metropolitan Investment Securities, Inc., Intermountain Financial Services, Inc., Richards Investments, TMI Equities, Inc. and Pruco Securities Corporation. Marvin is a Chartered Financial Consultant and specializes in financial planning, investment advisory services, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
UT
04/06/2020 - Present
Brookstone Capital Management LLC (Morgan UT)
UT
10/12/2007 - 07/06/2009
FIRST WESTERN ADVISORS (SALT LAKE CITY UT)
UT
12/03/2003 - 08/31/2007
FIRST WESTERN ADVISORS (SALT LAKE CITY UT)
WA
05/29/1998 - 12/03/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
UT
04/01/1995 - 07/28/1998
INTERMOUNTAIN FINANCIAL SERVICES, INC. (HEBER CITY UT)
UT
03/08/1995 - 04/01/1995
RICHARDS INVESTMENTS (SALT LAKE CITY UT)
NA
09/17/1990 - 06/04/1991
TMI EQUITIES, INC.
NA
04/04/1985 - 12/14/1988
PRUCO SECURITIES CORPORATION
BC
Issued 03/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 03/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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