Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bart? Claim Your ProfileBart Reider is a financial advisor with Fidelity Personal and Workplace Advisors in WESTLAKE, TX. Bart has over 6 years of experience in the financial services industry. Bart is licensed to provide financial advice in 53 states and has a wide range of experience working with high-net-worth individuals, pension and profit sharing plans, and other investment vehicles.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
TX
07/24/2021 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
MN
07/07/2020 - 04/29/2021
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
02/25/2015 - 01/30/2019
EDWARD JONES (HOUSTON TX)
BOTH
Issued 03/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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