Unclaimed
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, where she has been employed since 2015. Reiko has a broad range of experience in the financial services industry, having worked at several major firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Chase Investment Services Corp., AXA Advisors, LLC, Daiwa Securities America Inc., Donaldson, Lufkin & Jenrette Securities Corporation, and Salomon Smith Barney Inc. Reiko holds both Series 65 and Series 63 licenses and has passed five other industry exams, including the Series 7, Series 3, Series 55, Series 57TO, and SIE exams. Reiko provides financial planning services to a variety of clients, including individuals, families, businesses, and retirement plans. She also offers educational seminars and assists clients with selecting other financial advisors. Reiko is dedicated to providing personalized financial advice that helps clients reach their goals.
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
MD
03/21/2024 - Present
Cetera Investment Advisers LLC (REISTERSTOWN MD)
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 03/24/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2000
Series 3 - National Commodity Futures Examination
BC
Issued 01/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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