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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Randy? Claim Your ProfileRandy Rainier Reyes is a financial advisor with Fidelity Personal And Workplace Advisors. Randy has been in the industry since 2005 and has experience with a variety of financial products and services. Randy is registered with FINRA and holds the Series 7, Series 31, and Series 66 licenses. Randy also holds the SIE certification. Randy's previous experience includes roles at UnionBanc Investment Services, LLC, WAMU Investments, Inc., BancWest Investment Services, Inc., and Morgan Stanley DW Inc. Randy is committed to providing clients with personalized financial advice and guidance.
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.
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.
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2
CA
05/15/2020 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
08/08/2008 - 06/05/2012
UNIONBANC INVESTMENT SERVICES, LLC (ANAHEIM CA)
CA
03/23/2007 - 08/06/2008
WAMU INVESTMENTS, INC. (SAN CLEMENTE CA)
CA
06/19/2006 - 03/16/2007
BANCWEST INVESTMENT SERVICES, INC. (HUNTINGTON BEACH CA)
NY
09/02/2005 - 06/08/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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