Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Clifford Reynolds is a registered investment advisor representative with Coldstream Wealth Management, an affiliate of Coldstream Securities Inc. Roger has been in the financial services industry since August 31, 1999. Roger has a Series 7, Series 63 and Series 65 license. Roger is currently registered as an investment advisor representative with the states of Washington, Oregon and California. Roger has previously been employed with Coldstream Securities, Inc. and Coldstream Capital Management. Roger's primary business activity is working as a registered investment advisor for Coldstream Wealth 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
1
2
WA
12/28/2001 - Present
Coldstream Wealth Management (BELLEVUE WA)
BC
Issued 03/01/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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