Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Reyes is a financial advisor with over 23 years of experience in the financial services industry. Ronald is currently registered with Seia as an Investment Advisor Representative. Ronald has previously held positions with OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., ELECTRONIC TRANSACTION CLEARING, INC., BRIGHT TRADING, LLC and CROWELL, WEEDON & CO.
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.
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.
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CA
09/17/2015 - Present
Seia (Newport Beach CA)
CA
11/02/2018 - 07/17/2023
OSAIC WEALTH, INC. (NEWPORT BEACH CA)
CA
07/15/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
TX
12/13/2012 - 05/08/2015
ELECTRONIC TRANSACTION CLEARING, INC. (DALLAS TX)
NV
03/22/2010 - 11/20/2012
BRIGHT TRADING, LLC (HENDERSON NV)
CA
05/09/2000 - 12/31/2009
CROWELL, WEEDON & CO. (LOS ANGELES CA)
BOTH
Issued 09/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/27/2005
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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