Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Reed is a financial advisor with Amundi Distributor US, Inc., based in Boston, MA. Brian has been in the financial industry since January 12, 2005. Brian holds the Series 3, 7, 30, and 63 licenses and is registered in all 50 states. Brian has experience with Columbia Management Investment Distributors, Inc., Foreside Fund Services, LLC, Ameriprise Financial Services, Inc., CRT Capital Group LLC, and Fidelity Investments Institutional Services Company, Inc.
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.
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.
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2
MA
03/28/2019 - Present
Amundi Distributor US, Inc. (BOSTON MA)
ME
04/22/2016 - 03/26/2019
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
CA
01/02/2009 - 01/15/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (SAN CLEMENTE CA)
MN
01/02/2008 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/27/2007 - 12/31/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CT
08/02/2006 - 01/16/2007
CRT CAPITAL GROUP LLC (STAMFORD CT)
RI
03/05/2004 - 06/08/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 09/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 10/18/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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