Unclaimed
Reynolds Ospina is an investment advisor with over 27 years of experience in the financial services industry. Reynolds has a comprehensive understanding of the financial markets and a proven track record of providing personalized investment advice to a wide range of clients, including individuals, families, and corporations. Reynolds is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC, both of which are leading financial institutions known for their commitment to excellence.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
03/26/2024 - Present
J.p. Morgan Securities LLC (Menlo Park CA)
CA
05/14/2014 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Menlo Park CA)
CA
08/14/2012 - 04/11/2014
ROSENBLATT SECURITIES INC. (SAN FRANCISCO CA)
CA
03/14/2012 - 06/07/2012
AURIGA USA, LLC (SAN FRANCISCO CA)
CA
12/03/2007 - 01/06/2012
WJB CAPITAL GROUP, INC. (SAN FRANCISCO CA)
CA
07/26/2007 - 11/19/2007
INSTINET, LLC (SAN FRANCISCO CA)
CA
02/10/2006 - 07/17/2007
PULSE TRADING, INC. (SAN FRANCISCO CA)
CA
08/15/2005 - 11/03/2005
JMP SECURITIES LLC (SAN FRANCISCO CA)
CA
08/18/2003 - 08/04/2005
THOMAS WEISEL PARTNERS LLC (SAN FRANCISCO CA)
CA
03/20/2000 - 07/07/2003
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
CA
03/16/1999 - 12/20/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
CA
01/27/1997 - 02/19/1999
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NE
10/10/1994 - 01/27/1997
WATERHOUSE SECURITIES, INC. (OMAHA NE)
IA
Issued 12/13/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/2/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/8/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/7/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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