Rey Descalso is a Financial Advisor located in Maitland, FL.
Rey Descalso of Privada Wealth Management, we have the client—and only the client—in mind.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
About Rey Descalso:
In May of 2010, Rey left a large wirehouse to create a firm that would help his clients without call centers, proprietary products or the legacy liabilities of large Wall Street firms. After attending high school at Forest Lake Academy in Apopka, he received a Bachelor’s Degree in Theology at Southern Adventist University in 1997 and a Master of Divinity Degree from Andrews Theological Seminary in 1999. Mr. Descalso has been a Registered Representative and an Investment Advisor Representative since 2005, joining J.W. Cole Financial, Inc. in 2010. Prior to this association Mr. Descalso had been registered with Wells Fargo Advisors Inc., Wachovia Securities, and A.G. Edwards. Mr. Descalso has passed both the series 7 and the series 66 registration exams with a percentage score of 93. To maintain these registrations, Mr. Descalso completes a FINRA continuing education course every three years and J.W. Cole Financial’s continuing education courses each year. Mr. Descalso has also successfully passed the state of Florida Life, Health and Variable Annuity insurance exams. All of the above mentioned licenses are maintained through continuing education as required by the State of Florida and FINRA.
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