Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reno? Claim Your ProfileReno J. Reser is a financial professional with over 20 years of experience in the financial services industry. Reno holds a Series 6, 7, 24, 63, and 65 licenses, and is currently registered as a Registered Representative and Investment Advisor Representative in the state of Colorado and Texas with Planmember Securities Corp. Reno has a strong track record of providing comprehensive financial planning, portfolio management and insurance services for individuals, families, and businesses. Reno has worked with several firms including New England Securities, Hornor, Townsend & Kent, Inc., Securian Financial Services, Inc., Cetera Advisors LLC, IFP Securities, LLC and is currently with Planmember Securities Corp.
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.
Provides investment supervisory 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.
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2
CA
02/27/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CO
09/13/2019 - 02/28/2024
IFP SECURITIES, LLC (Littleton CO)
CO
06/01/2012 - 09/23/2019
CETERA ADVISORS LLC (LITTLETON CO)
CO
03/15/2007 - 06/04/2012
SECURIAN FINANCIAL SERVICES, INC. (COLORADO SPRINGS CO)
CO
07/07/2004 - 03/13/2007
HORNOR, TOWNSEND & KENT, INC. (COLORADO SPRINGS CO)
NY
02/12/2003 - 07/01/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 07/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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