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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Raynard Simmons is a financial advisor with Cetera Investment Advisers LLC. Reginald has been in the industry since 1995 and has experience with a variety of firms, including Transamerica Financial Advisors, Inc., Kestra Investment Services, LLC, and Cetera Investment Services LLC. Reginald holds Series 6, 7 and 66 licenses. Cetera Investment Advisers LLC has been serving clients since 1987 and provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and other services.
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
FL
07/28/2022 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
04/07/2020 - 07/10/2020
CETERA INVESTMENT SERVICES LLC (TAMPA FL)
FL
08/30/2018 - 08/14/2019
KESTRA INVESTMENT SERVICES, LLC (CLEARWATER FL)
FL
10/06/2015 - 10/25/2016
KESTRA INVESTMENT SERVICES, LLC (CLEARWATER FL)
FL
09/04/2013 - 06/12/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
FL
07/09/1999 - 01/23/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PETERSBURG FL)
CA
08/28/1995 - 07/07/1998
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 07/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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