Julius Reyes

Current Employers

Employment History

• 03/2015 → Present
  Transamerica Financial Advisors, Inc
  Alviso, CA
• 05/2010 → Present
  World Financial Group, Inc.
  Alviso, CA
• 08/2012 → Present
  Heartland Institute Of Financial Education - College Coaching Pr
  Greenwood Village, CO
• 02/2010 → Present
  World System Builders (Wsb)
  Alviso, CA
• 05/2025 → Present
  Inheritguard Llc
  Sheridan, WY

Other Businesses

Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. World System Builders (WSB) | WFGIA co-brand company| Marketing | 02/23/2010 | 2099 Gold Street, Alviso, CA 95002 Heartland Institute of Financial Education - College Coaching; No; 8301 East Prentice Ave. Suite 312 Greenwood Village CO 80111; College Consultant; 8/24/2012 10/5/Conduct College Coaching Program presentation to families especially the ones with high school students. Present in schools, as well. approved with restrictions INHERITGUARD LLC POSITION: Not Applicable / None NATURE: Providing bundled professional services with emphasis on Estate Planning Services INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2025 ADDRESS: 30 N Gould St, Ste 41954, Sheridan WY 82801, United States DESCRIPTION: Client communications, follow up with client issues, provide education on Estate Planning issues, schedule appointments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-17
• S63 Uniform Securities Agent State Law Examination
  2015-08-27

Other Names

• Julius Ceasar Abad Reyes