Mathew Reyna (CRD# 7679153) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Santa Clarita, CA and has 1 year of experience in the finance industry.
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 1343922
Virtue Capital Management, LLC
CRD# 3250900
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Santa Clarita, CA | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Clarita, CA | Dec 2022 - Current | 1 |
| Unpaid Education/achievable Sie | Lancaster, CA | Jun 2022 - Dec 2022 | < 1 |
| Sams Club | Palmdale, CA | Jan 2021 - Jun 2022 | 1 |
| Antelope Valley College/california State University Northridge | Lancaster, CA | Apr 2020 - Aug 2021 | 1 |
| Amazon Logistics | Palmdale, CA | Aug 2020 - Jan 2021 | < 1 |
| Chick-fil-a | Palmdale, CA | Oct 2019 - Apr 2020 | < 1 |
| Ross Stores | Palmdale, CA | Mar 2019 - Oct 2019 | < 1 |
| California Virtual Academy | Palmdale, CA | Dec 2012 - Mar 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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