Unclaimed
Reynaldo Reza is a financial advisor who has been in the industry since at least 1996. He is registered with the state of Texas and is currently employed by Fayez Sarofim & Co. , Sarofim Trust Co., and Sarofim International Management Co. Reynaldo holds the Series 2 license and is a Chartered Financial Analyst. Reynaldo Reza specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
1
2
TX
11/10/2000 - Present
Fayez Sarofim & Co. (HOUSTON TX)
BC
Issued 08/21/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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