Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wanda? Claim Your ProfileWanda Ivancich Reyes-guerra is a financial professional with over 20 years of experience in the securities industry. Wanda is currently registered with Janney Montgomery Scott LLC and has held prior roles at GLOBAL ALLIANCE SECURITIES LLC, TERRANOVA CAPITAL EQUITIES, INC, WESTMINSTER SECURITIES CORPORATION, NATIONAL FINANCIAL SERVICES LLC, WAGNER STOTT MERCATOR PARTNERS, L.P. and SMITH BARNEY INC. Wanda is a Series 7, Series 55, Series 63, SIE, Series 57TO and Series 99TO licensed professional. Wanda specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and high-net-worth clients.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
01/22/2020 - Present
Janney Montgomery Scott LLC (Montvale NJ)
NY
07/30/2015 - 12/20/2019
GLOBAL ALLIANCE SECURITIES LLC (New York NY)
NY
02/09/2011 - 08/18/2014
TERRANOVA CAPITAL EQUITIES, INC (NEW YORK NY)
NY
01/26/2005 - 03/25/2009
WESTMINSTER SECURITIES CORPORATION (NEW YORK NY)
MA
06/12/1996 - 07/28/2003
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
NY
12/04/1995 - 06/25/1996
WAGNER STOTT MERCATOR PARTNERS, L.P. (NEW YORK NY)
NY
09/12/1994 - 05/31/1995
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 10/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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