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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Rosalez is an investment advisor representative associated with Cetera Investment Advisers LLC and Avantax Planning Partners, Inc. Reagan is registered to provide investment advisory services in Arizona and Iowa.
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.
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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AZ
09/27/2024 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
IA
Issued 06/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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