Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anthony? Claim Your ProfileAnthony Jerome Reid is an investment advisor representative with Truist Advisory Services, Inc. Anthony has been in the financial services industry since 2001. He is registered to provide investment advice in Maryland and North Carolina. Anthony has held previous roles with BB&T Securities, LLC, PNC Investments, Wells Fargo Advisors, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Banc of America Investment Services, Inc. Anthony provides financial planning, portfolio management for individuals and businesses, and wrap fee product services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
02/17/2021 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
10/24/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
09/24/2014 - 11/01/2018
PNC INVESTMENTS (CHARLOTTE NC)
NC
12/21/2012 - 09/03/2014
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
08/17/2011 - 05/01/2012
WELLS FARGO ADVISORS, LLC (GASTONIA NC)
NC
06/23/2008 - 02/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
MA
11/29/2001 - 06/05/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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