Reynaldo Cruz (CRD# 1998247) is an Investment Advisor Representative working at Cruz Investments & Wealth Management in Aurora, IL and has over 32 years of experience in the finance industry. Reynaldo Cruz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5569194
Amplify Investments LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Cruz Investments & Wealth Management | Aurora, IL | Apr 2012 - Current | 12 |
| Matson Money | Mason, OH | Mar 2011 - Current | 13 |
| Northcoast Asset Mgmt | Greenwich, CT | Nov 2010 - Current | 13 |
| Aurora Financial Alternatives, Inc. | Aurora, IL | Apr 1992 - Current | 32 |
| Gf Investment Services, LLC | Sarasota, FL | Oct 2012 - Feb 2019 | 6 |
| Creative D.j. | Aurora, IL | Nov 1983 - Dec 2018 | 35 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
- IL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IL, TX
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