Margie Reyes 
Financial Advisor
Location
Houston
Initial Year in Industry
1980
Areas of Specialty
Comprehensive financial planning for individuals and small business owners using a needs-based approach.
Licenses Held
Series 7, Series 52, Series 63, Series 66, Group 1 and Group 4
Civic involvement
Women on Course; Hispanic Network of Texas (served on Board); National Hispanic Professional Organization (NHPO); National Hispanic Chamber of Commerce (NHCC)
Interests
Museum exhibits, reading, travel
Background Summary
Margie began her career in banking and moved into investments within two years. She was quickly promoted to investment operations manager, responsible for over $100MM in funds. She obtained her securities licenses in 1990 in order to work with investment clients directly.
