Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenda? Claim Your ProfileBrenda Diana Reid has been in the financial services industry since 2001. Brenda is currently registered with Fidelity Personal AND Workplace Advisors in Novi, Michigan. Previously, Brenda worked with several firms in Michigan, including Raymond James & Associates, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and CitiCorp Investment Services. Brenda holds the Series 7, Series 9, Series 10, Series 63 and Series 66 licenses and has a proven track record of success in the financial services industry. Brenda offers a wide range of services to individuals and families, including financial planning, portfolio management, and investment advisory services. Brenda is committed to providing her clients with personalized service and helping them achieve their financial goals.
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.
1
2
MI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NOVI MI)
MI
02/21/2012 - 03/06/2014
RAYMOND JAMES & ASSOCIATES, INC. (ANN ARBOR MI)
MI
06/01/2009 - 02/27/2012
MORGAN STANLEY SMITH BARNEY (FARMINGTON HILLS MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LIVONIA MI)
MI
02/13/2004 - 04/02/2007
MORGAN STANLEY DW INC. (LIVONIA MI)
NY
07/01/2003 - 01/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/27/2003 - 06/06/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/11/2001 - 02/26/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/19/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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