Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reynold? Claim Your ProfileReynold Jimenez is a financial advisor at Wells Fargo Clearing Services, LLC with over 15 years of experience in the industry. Reynold holds licenses in multiple states and is a Series 7 and Series 66 licensed professional. Reynold began their financial services career at Wells Fargo Investments, LLC in 2008. In 2011, Reynold continued their career at Wells Fargo Advisors, LLC before moving to J.P. MORGAN SECURITIES LLC in 2013. Reynold rejoined Wells Fargo Clearing Services, LLC in 2017. Reynold's professional certifications and experience allow them to provide investment advisory services to individuals and businesses.
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
02/24/2022 - Present
Wells Fargo Clearing Services, LLC (HEMET CA)
CA
07/02/2013 - 04/12/2017
J.P. MORGAN SECURITIES LLC (HEMET CA)
CA
01/03/2011 - 07/03/2013
WELLS FARGO ADVISORS, LLC (HEMET CA)
CA
08/13/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (HEMET CA)
BOTH
Issued 12/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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