Unclaimed
Reynaldo Camacho is a financial advisor with Wells Fargo Clearing Services, LLC. Reynaldo Camacho has been working in the financial industry since June 7, 2009. Reynaldo Camacho has passed the Series 7, 9, 24, 63, and 65 exams. Reynaldo Camacho is registered in Arizona, California, Colorado, Hawaii, Idaho, Massachusetts, New Jersey, Pennsylvania, Texas, Utah and Washington. Reynaldo Camacho also works with individuals, high-net-worth individuals, businesses, corporations, insurance companies, charitable organizations, investment companies, pension and profit-sharing plans, state or municipal government entities and other.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CA
06/27/2022 - Present
Wells Fargo Clearing Services, LLC (NEWPORT BEACH CA)
CA
02/23/2022 - 06/01/2022
CENTAURUS FINANCIAL, INC. (DOWNEY CA)
VA
11/22/2016 - 02/03/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESAPEAKE VA)
CA
12/04/2015 - 11/25/2016
ALLSTATE FINANCIAL SERVICES, LLC (SANTA ANA CA)
CA
02/16/2012 - 11/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FOUNTAIN VALLEY CA)
CA
12/11/2009 - 01/18/2012
CHASE INVESTMENT SERVICES CORP. (ANAHEIM CA)
NV
05/19/2008 - 12/01/2009
COURTLANDT SECURITIES CORPORATION (LAS VEGAS NV)
CA
02/18/2008 - 04/16/2008
WAMU INVESTMENTS, INC. (IRVINE CA)
IA
Issued 12/18/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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