Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reynaldo? Claim Your ProfileReynaldo Batista is an Investment Advisor Representative at Dominion Portfolio Management, Inc. and has been in the industry since 2014. Reynaldo is registered with FINRA and has Series 7, Series 66, and SIE licenses. Reynaldo has previously worked at Dominion Investor Services, Inc. and Edward Jones. Reynaldo is also an Independent Insurance Agent in Montgomery, TX.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/01/2018 - Present
Dominion Portfolio Management, Inc. (MONTGOMERY TX)
TX
02/01/2018 - 07/19/2023
DOMINION INVESTOR SERVICES, INC. (MONTGOMERY TX)
TX
06/10/2014 - 12/13/2017
EDWARD JONES (MONTGOMERY TX)
BOTH
Issued 07/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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