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.