Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reynaldo? Claim Your ProfileReynaldo Deguzman is a registered investment advisor representative with Cetera Investment Advisers LLC. Reynaldo has been in the securities industry since December 19, 1998. Reynaldo has passed the Series 63, 65, 7, 24 and SIE exams and is registered in Arizona, California, Oregon, Texas, Utah and Washington. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
WA
11/22/2017 - Present
Cetera Investment Advisers LLC (NEWCASTLE WA)
CA
08/16/2004 - 12/31/2007
THE INVESTMENT CENTER, INC. (MISSION HILLS CA)
NY
08/31/1998 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CO
07/29/1998 - 08/14/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/05/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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