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Bernard Reina

Citigroup Global Markets INC.
28 Years of Experience
Los Angeles, CA
1 DisclosureBroker
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Bernard Reina is a registered investment advisor at Citigroup Global Markets INC., based in Los Angeles, CA, with 28 years of industry experience. Bernard is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 59,829 clients with $56B in assets under management.

Citigroup Global Markets INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2402 advisors
IM Fee
Planning only
Assets Under Management
$56.0B

Fee Structure

Citigroup Global Markets provides a comprehensive written financial plan at no direct fee to eligible clients of Citi Private Bank and Citi Global Wealth at Work. The service includes developing a financial profile, analyzing current financial position, and providing recommendations for education, retirement, estate planning, and other long-term goals.

One-Time Plan:$0
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Location

CWM Retail, Sales, 8800 South Sepulveda Boulevard, Los Angeles, CA, 90045

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History

Regulatory History (1)
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Criminal
April 1987
Final Disposition
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Other Business Activities

Bernard is a manager at Westchester Hand Wash LLC, co-owner of rental property in Redondo Beach, and founder/president of Cardio Enterprises, Inc. He spends a few hours per week on Westchester Hand Wash and minimal time on Cardio Enterprises, Inc.

Employment History
Current Registrations
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs 5 mos
Citigroup Global Markets INC.
May 2007 - Present · 19 yrs 5 mos
Citigroup Global Markets INC.Broker
May 2007 - Present · 19 yrs 5 mos
Previous Registrations
Citicorp Investment Services
June 2002 - May 2007 · 4 yrs 11 mos
Citicorp Investment ServicesBroker
July 1999 - May 2007 · 7 yrs 10 mos
Cal Fed InvestmentsBroker
June 1998 - July 1999 · 1 yr 1 mo
Dean Witter Reynolds INC.Broker
October 1997 - May 1998 · 7 mos
State Registrations29 states
AZCACOFLGAHIIAIDILINLAMAMNMONCNJNMNVNYOHORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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