Plexus Financial Services

CONNECT

Address:

21805 W. Field Parkway Suite 300
Deer Park, IL 60010

Phone:

847-307-6222

Fax/Other:

847-307-6226

Raniel Iniguez, AIF

Raniel Iniguez, AIF

Vice President, Retirement Plan Consultant

Raniel works with privately held businesses and non-profit organizations providing retirement benefit and insurance solutions. He leads clients through an integrated process designed to assist them with strategy, plan design, vendor placement, and compliance. Raniel also assists with on-going monitoring and education on the programs he implements for business clients.

Raniel has 12 years of interdisciplinary experience, with his most recent work in the areas of corporate retirement, employee benefits, commercial insurance, and private wealth management advisory services. In the first six years of his career, he worked with emerging market businesses, providing commercial banking services and capital.

Raniel has a bachelor's degree in Finance from DePaul University. He was formally commercial-credit-trained at ABN AMRO / LaSalle Bank (now Bank of America). His professional investment licenses include FINRA series 71 and Series 662. His insurance licenses include commercial property & casualty and life & health. He has earned the AIF®3 Designation from the Center for Fiduciary Studies. The AIF Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process. He is also fluent in Spanish. 

Raniel has held a variety of board positions, including serving as a finance committeeman and member of the board of directors at a Chicago-based federally qualified health center for seven years. Currently, he mentors students and serves as a leadership advisory council member for Cristo Rey Jesuit High School in Chicago.

The designations/registrations referenced above require various study, testing, and continuing education requirements.  Please visit the following for additional details related to each designation/registration:

1 General Securities Representative: http://www.finra.org/industry/series7

2 Uniform Combined State Law: http://www.finra.org/industry/series66

3 FI360 AIF Designation: https://www.fi360.com/products-services/training-overview/aif-designation-training

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck