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Reggie Sandoval has over fifteen years experience in the financial services industry. His career includes extensive experience in securities trading, investment product and mutual fund sales, retirement planning, compliance, operations and client service. His wide range of knowledge and expertise allowed him to be a member of a nationally selected team sent to Fidelity Investments' European Operational Headquarters to implement sales, operational and client service strategies and train employees. As a Registered Securities Principal he manages the servicing of client investment and retirement portfolios.
EXPERIENCE - More than 15 years
Securities Principal and Financial Advisor, Raymond James Financial Services
Registered Representative, UBS/PaineWebber
Senior Retirement Specialist, Fidelity Investments
Operations Service Specialist and Trainer, Fidelity Investments Luxembourg
Mutual Fund / Brokerage Service and Trading Specialist, Fidelity Investments
EDUCATION
B.B.A. in Finance, Texas A&M University
Post graduate studies in Accounting, Finance and Liberal Arts - University of Texas at Dallas
AFFILIATIONS
NASD General Securities Principal
NASD General Securities Representative
NASD Investment Company and Variable Products Representative
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