Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reena? Claim Your ProfileReena Oettinger is a financial advisor with over 30 years of experience in the industry. Reena is a Registered Representative and Investment Advisor Representative with Grove Point Advisors, LLC. Reena has worked with various clients, including individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and other businesses. Reena specializes in providing financial planning, portfolio management, and other financial services. Reena is also a licensed insurance agent and has experience in real estate ownership and management. Reena is a dedicated professional who is committed to providing her clients with the highest quality of financial advice.
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
VA
04/01/2021 - Present
Grove Point Advisors, LLC (Herndon VA)
MD
10/19/2005 - 03/29/2010
GUNNALLEN FINANCIAL, INC (OCEAN CITY MD)
VA
09/20/1996 - 10/19/2005
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
MD
02/05/1992 - 09/26/1996
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 02/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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