Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reegan? Claim Your ProfileReegan Elizabeth Rae is an Investment Advisor Representative at Coldstream Wealth Management. Reegan Elizabeth Rae has over 15 years of experience in the financial services industry. Reegan Elizabeth Rae is a registered Investment Advisor Representative in Oregon. Reegan Elizabeth Rae's previous employers include M HOLDINGS SECURITIES, INC., AXA ADVISORS, LLC, and WACHOVIA SECURITIES, LLC. Reegan Elizabeth Rae holds Series 7, 24, and 66 licenses. Reegan Elizabeth Rae provides financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
OR
07/10/2024 - Present
Coldstream Wealth Management (Portland OR)
OR
10/30/2008 - 02/18/2011
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
05/26/2005 - 08/26/2008
AXA ADVISORS, LLC (PORTLAND OR)
MO
01/01/2005 - 04/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 06/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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