Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reynaldo? Claim Your ProfileReynaldo Orion Pol is an investment advisor representative at Ameriprise Financial Services, LLC. Reynaldo has been in the industry since 2017 and has been registered with the state of Georgia since 2018. Reynaldo also holds Series 63, Series 65, Series 7, and SIE licenses. Reynaldo has a strong focus on portfolio management for individuals and businesses, and he provides financial planning and pension consulting services as well. Prior to joining Ameriprise Financial Services, LLC, Reynaldo worked at E*TRADE SECURITIES LLC. Reynaldo is a member of the Board of Directors for Pol. In addition to working at Ameriprise Financial Services, LLC, Reynaldo also runs a newsletter that summarizes US economic and capital market events. Reynaldo is based in Sandy Springs, Georgia.
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
GA
08/07/2018 - Present
Ameriprise Financial Services, LLC (SANDY SPRINGS GA)
GA
12/15/2016 - 03/02/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 10/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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