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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 Weatherby is a financial advisor who has been in the industry since 2018. Reagan is currently registered with Equitable Advisors, LLC in EULESS, TX. Reagan has been previously registered with Fidelity Brokerage Services LLC and Equitable Advisors, LLC. Reagan holds the following licenses: Series 7, Series 63, Series 65 and SIE. Reagan provides financial planning, pension consulting, educational seminars and selection of other advisors services. Reagan has experience working with individuals, high net worth individuals, corporations or other businesses, pension and profit-sharing plans and charitable organizations.
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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2
TX
02/22/2024 - Present
Equitable Advisors, LLC (EULESS TX)
TX
02/07/2022 - 09/26/2022
FIDELITY BROKERAGE SERVICES LLC (SOUTHLAKE TX)
TX
02/05/2018 - 12/06/2021
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 10/06/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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