Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rey? Claim Your ProfileRey Carandang is a financial advisor with over 18 years of experience in the industry. Rey is currently registered with Ameriprise Financial Services, LLC and has been with the firm since August 2023. Rey previously worked at Comerica Securities and ING Financial Partners. Rey holds the Series 7, Series 63, and Series 65 licenses and is registered to offer investment advice and brokerage services in several states. Rey has also held the SIE license since October 2018. Rey specializes in asset allocation services, financial planning, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
CA
08/21/2023 - Present
Ameriprise Financial Services, LLC (Costa Mesa CA)
CA
03/29/2011 - 11/03/2023
COMERICA SECURITIES (COSTA MESA CA)
CA
10/18/2005 - 10/30/2009
ING FINANCIAL PARTNERS, INC. (COSTA MESA CA)
FL
03/01/2004 - 10/17/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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