Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rene? Claim Your ProfileRene Reyna is a financial advisor with over 15 years of experience in the industry. Rene has a strong background in investment management, having worked with Invesco Capital Markets, Inc. and Invesco Distributors, Inc. Rene is currently registered with Invesco Advisers, Inc. and provides portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Rene is also a Certified Financial Planner.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
GA
08/12/2011 - Present
Invesco Advisers, Inc. (ATLANTA GA)
IL
04/01/2013 - 03/19/2021
INVESCO CAPITAL MARKETS, INC. (DOWNERS GROVE IL)
IL
06/01/2010 - 05/10/2016
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
IL
03/01/2010 - 06/01/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IN
03/26/2007 - 07/29/2009
CHASE INVESTMENT SERVICES CORP. (DYER IN)
IN
02/28/2006 - 03/28/2007
ONEAMERICA SECURITIES, INC. (MERRILLVILLE IN)
BOTH
Issued 08/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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