Reynaldo Amoguis, financial advisor Oakbrook Terrace IL

Reynaldo Amoguis

CRD Number: 6691489
Current Firm: Transamerica Financial Advisors, Inc.

Reynaldo Amoguis (CRD# 6691489) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oakbrook Terrace, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Transamerica Financial Advisors, Inc. Oakbrook Terrace, IL Aug 2016 - Current 5
World Financial Group, Inc. Oakbrook Terrace, IL Jun 2014 - Current 7
Sparrow Health System Lansing, MI Jul 2000 - Current 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Mar 2018
Contact Info for Reynaldo C. Amoguis
Phone Number: 727-299-1800
Registered State(s):
  • IL
  • MI
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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