WiserAdvisor
Featured Business Business Profile Advertise
Orlando Financial Advisors
Wells Fargo Advisors
800 N. Magnolia Ave., Suite 1401
Orlando, FL 32803
Advisor Profile
Name:  Rey Descalso
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description

My clients come first. Period.

As a Wells Fargo financial advisor, I can offer you a wide range of services, from selecting individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. And because I don't have any product sales quotas, I'm free to recommend the most suitable products and services for your unique situation.

Contact me if you'd like me to help you develop strategies for meeting your financial goals.
 

General Information

Gender:    Male
CRD#:    4906080
Insurance License#:    E177586
Name of Broker/Dealer:    Wachovia Securities, LLC
States Licensed in:    FL, NY, NJ, CA, GA
Years of Experience in Financial Services:    5
Number of Years with Current Firm:    5
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Services

Investment Types:    Mortgages & Real Estate, Alternative Investments, Bonds, Mutual Funds, Insurance, Annuities, Stocks, Exchange Traded Funds (ETFs), Options & Futures
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    Accredited Asset Management Specialist (AAMS®)
Securities Licenses:    Series 66, Series 7
Insurance and Annuity Licenses:    Variable Life, Health, Accident, Annuity, Long Term Care, Variable Annuity, Life, Disability
Non-Financial Organization Memberships:    Citrus Club Board of Governors
 

Firm Information

Number of Advisors in Office:    10 - 99 employees
Advisor's Number of Clients:    108
Advisor's Number of Managed Clients:    30
Advisor's Number of Planning Clients:    50
Assets Managed by Advisor:    $21,000,000
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

I am a fee-based financial professional:    Yes
Minimum Portfolio Size for New Managed Accounts:    $50,000
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    1.25%
Additional Details on Charges:    My clients have the option to be charged on a transactional basis or as a fee for assets under management. Charges are discussed and applied for each clients' specific needs and goals.
 
 
 
Prepared By: Rey Descalso