Reginald Corinaldi
Virginia Beach, Virginia, 23452
Member Since 2005
Our clients are successful, goal oriented and lead busy lives. Whether they are in an accumulation or distribution stage of life they are interested in meeting their goals. We have the analytical and investment tools necessary to help them live their best life today while preparing for the future they want for themselves and their family.
My Location
Background Information
Years of Financial Experience
- 27
Education
- Swarthmore College (BA Psychology)
- UNC-Chapel Hill (MBA)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 1054108
- Securities Registrations: Series 65, Series 63, Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: Financial Security Advisory Inc.
- Broker/Dealer: Financial Security Management Inc.
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, IRA and retirement plan distribution strategies
Client Investment Services
- Securities, Index Funds
Investment Products
- Mutual Funds, Securities
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care, Disability Income, Business
Visit Website - http://www.gofsg.com
