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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Reynolds is an investment advisor representative currently registered with Edelman Financial Engines. Robert has been in the industry since 2003. The advisor's registrations include Series 6, 7, 24 and 63. The advisor has been registered with the state of Arizona since 2013, and currently has a registration with Arizona as an Investment Advisor Representative. Robert has previously held positions at EDWARD JONES, USAA FINANCIAL ADVISORS, INC., USAA INVESTMENT MANAGEMENT COMPANY, and VANGUARD MARKETING CORPORATION.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
08/23/2013 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
03/27/2013 - 07/09/2013
EDWARD JONES (TEMPE AZ)
AZ
08/31/2007 - 02/20/2013
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
10/02/2006 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
AZ
07/22/2003 - 09/21/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 05/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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