Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Elizabeth Bates is a financial advisor at Wells Fargo Clearing Services, LLC. Reagan has been in the financial services industry since 2005. Reagan has a Series 6, 7, 24, 63, and 66 licenses and is registered in 31 states. Reagan's previous experience includes roles at Dewaay Financial Network, LLC and Bank Fund Equities, Inc. In addition to Reagan's work as a financial advisor, Reagan is also a guardian for a nephew and a stylist for Color Street.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
01/29/2015 - Present
Wells Fargo Clearing Services, LLC (WEST DES MOINES IA)
IA
01/07/2015 - 01/26/2015
BANK FUND EQUITIES, INC. (JOHNSTON IA)
IA
09/11/2006 - 01/09/2013
DEWAAY FINANCIAL NETWORK, LLC (CLIVE IA)
IA
08/25/2005 - 09/11/2006
VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Reagan Bates is the right advisor for you? Invested Better is here to help.
