Manuel Reynoso, financial advisor Pasadena CA
90 score

Manuel Reynoso

CRD Number: 6062270
Current Firm: Msi Financial Services, Inc.

Manuel Reynoso (CRD# 6062270) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Pasadena, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities Inc. Pasadena, CA Sep 2015 - Current 1
Manuel & Maria T Reynoso Claremont, CA Mar 1986 - Current 30
Waddell & Reed, Inc. Riverside, CA Oct 2012 - Sep 2015 2
Various Insurance Carriers For W & R Insurance Agencies Claremont, CA Oct 2012 - Sep 2015 2
Legendary Bail Bonds San Dimas, CA Nov 2012 - Aug 2014 1
Unemployed Claremont, CA Aug 2012 - Oct 2012 < 1
Farmers Financial Solutions San Dimas, CA May 2012 - Aug 2012 < 1
Farmers Insurance San Dimas, CA Dec 2011 - Aug 2012 < 1
Mass Mutual Ontario, CA Oct 2011 - Nov 2011 < 1
Retired Claremont, CA Jun 2011 - Oct 2011 < 1
Mountain View District El Monte, CA Aug 1995 - Jun 2011 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Manuel Reynoso
Phone Number: 800-638-8378
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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