Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roger? Claim Your ProfileRoger Scott Reynolds is a financial advisor and investment advisor representative at AE Wealth Management, LLC, with a branch office in Bennett, CO. Roger is also the CEO of ASCEVIA LLC DBA REYNOLDS FINANCIAL GROUP. Roger's financial advisor experience began with Washington Square Securities, Inc. in 1998 and continued with WMA Securities, Inc. in 1995. He has passed the Series 6, Series 26, Series 63 and Series 65 exams. Roger is a chapter director for The Foundation for Financial Education and provides basic financial advice as a volunteer.
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.
1
2
CO
10/01/2024 - Present
AE Wealth Management, LLC (Bennett CO)
CT
01/02/1998 - 12/31/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
GA
09/29/1995 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 03/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Roger Reynolds is the right advisor for you? Invested Better is here to help.
