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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jennings Cook Financial Services | Greenville | SC | 06/2007 | Present |
| Royal Alliance Associates | Greenville | SC | 08/2010 | Present |
1. REIMERS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Ln, Taylors SC 29687, United States DESCRIPTION: Helping clients determine their insurance needs. Gathering quotes on life, disability, and long-term care insurance for clients. Explaining insurance policy benefits quoted to clients and determining suitability. 2. REIMERS FINANCIAL SERVICES POSITION: Tax return preparer NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Ln, Taylors SC 29687, United States DESCRIPTION: Preparing income tax returns. 3. REIMERS FINANCIAL SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 125 START DATE: 09/11/2023 ADDRESS: 108 Amanda's Autumn Ln, Taylors SC 29687, United States DESCRIPTION: Servicing client accounts; providing investment and financial advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-08-28 |
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