Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rafael? Claim Your ProfileRafael Reynoso is a financial advisor with Charles Schwab & CO., Inc. based in Jersey City, New Jersey. Rafael has been in the financial services industry since June 1995. Rafael holds the Series 7, Series 63, Series 57TO, and Series 65 licenses, as well as the SIE exam. Rafael is also a Chartered Financial Analyst. Prior to joining Charles Schwab, Rafael has worked at TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, CHASE INVESTMENT SERVICES CORP., J.P. MORGAN SECURITIES OF TEXAS, INC., GNA SECURITIES, INC. and HIBBARD BROWN & CO., INC.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
01/02/2025 - Present
Charles Schwab & CO., Inc. (Jersey City NJ)
NJ
03/23/2009 - 12/31/2023
TD AMERITRADE, INC. (Jersey City NJ)
NY
08/04/2005 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IL
01/04/1994 - 07/13/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
10/04/2001 - 06/07/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
VA
11/08/1993 - 12/09/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
05/27/1992 - 08/31/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 04/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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