Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rheaanne? Claim Your ProfileRheaanne Vero Cresencia is a licensed financial professional who has been in the industry since June 1, 2016. Rheaanne is currently registered with PFS Investments Inc. Rheaanne has worked with several firms, including ROBINHOOD FINANCIAL, LLC and VANGUARD MARKETING CORPORATION. Rheaanne has a Series 63, Series 7 and SIE license. Rheaanne focuses on individual portfolio management.
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.
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.
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2
IA
07/17/2024 - Present
PFS Investments Inc. (URBANDALE IA)
NC
12/01/2021 - 08/09/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
06/18/2014 - 11/22/2021
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 05/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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