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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rina? Claim Your ProfileRina Echavez is an Investment Advisor Representative at SVB Wealth. Rina has over 20 years of experience in the financial industry. Rina has worked for several firms, including Barclays Capital Inc. and Aletheia Securities, Inc.. Rina is registered with the state of California and holds the Series 6, 7, 8, 55, 63, and 65 licenses. Rina specializes in providing financial planning, wealth planning, and portfolio management services. Rina also offers planned giving and family office services.
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.
Planned giving, family office, wealth planning
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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CA
05/17/2017 - Present
SVB Wealth (Beverly Hills CA)
CA
07/02/2013 - 06/18/2015
BARCLAYS CAPITAL INC. (LOS ANGELES CA)
CA
11/08/2001 - 02/22/2013
ALETHEIA SECURITIES, INC., (SANTA MONICA CA)
CA
08/07/2002 - 12/31/2004
BATEMAN EICHLER & CO., LLC (SANTA MONICA CA)
MO
05/03/2000 - 07/27/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
CA
10/20/1999 - 03/24/2000
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
MO
09/08/1995 - 09/10/1999
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NJ
06/21/1994 - 07/19/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
AZ
02/01/1994 - 03/08/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 09/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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