Unclaimed
Thet Bondoc Reyes is a financial advisor with over 20 years of experience in the industry. Reyes is currently registered with U.S. Bancorp Investments, Inc. and has been with the firm since April 2010. Prior to that, Reyes was with Essex National Securities, Inc., Gateway Investment Services, Inc., Cal Fed Investments and Invest Financial Corporation. Reyes holds licenses in California, including Series 6 and Series 63. Reyes's expertise includes financial planning, portfolio management, and investment company products. Reyes is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
04/01/2010 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
CA
09/15/2003 - 03/30/2010
ESSEX NATIONAL SECURITIES, INC. (LOS ANGELES CA)
IL
07/27/2001 - 09/15/2003
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
CA
01/31/1997 - 04/27/2001
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
11/25/1996 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
BC
Issued 01/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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