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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reiko? Claim Your ProfileReiko Powderly is a financial advisor with Cetera Investment Advisers LLC, based in Naples, FL. Reiko has been in the financial services industry since 1999 and has a wide range of experience in financial planning and investment management. Reiko has a strong background in securities trading and holds multiple licenses and certifications, including Series 7, 63, 55, 3, and SIE. Reiko has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, AXA Advisors, LLC and Salomon Smith Barney Inc. Reiko focuses on helping clients achieve their financial goals through comprehensive financial planning and investment management services.
NAPLES, FL
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
03/21/2024 - Present
Cetera Investment Advisers LLC (NAPLES FL)
NC
03/21/2012 - 03/17/2015
CAPITAL GUARDIAN, LLC (CHARLOTTE NC)
MD
12/05/2006 - 03/20/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
IL
05/23/2003 - 06/13/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
02/28/2003 - 05/27/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
11/29/1999 - 10/15/2002
DAIWA SECURITIES AMERICA INC. (NEW YORK NY)
NJ
10/02/1998 - 12/15/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
05/12/1997 - 10/27/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/11/1997 - 03/06/1997
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 3/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2000
Series 3 - National Commodity Futures Examination
BC
Issued 1/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 2/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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