Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Ann Ojeda is a financial advisor currently registered with LPL Financial LLC in Wichita Falls, Texas. Regina has been working in the financial industry since February 17, 2017. Regina holds Series 6 and Series 63 licenses and previously worked with Woodbury Financial Services, Inc. and Northwestern Mutual Investment Services, LLC.
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.
Consulting and other non-discretionary advisory services
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
TX
10/12/2023 - Present
LPL Financial LLC (WICHITA FALLS TX)
TX
04/09/2019 - 10/18/2023
WOODBURY FINANCIAL SERVICES, INC. (WICHITA FALLS TX)
TX
01/03/2017 - 02/22/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Wichita Falls TX)
BC
Issued 04/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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