Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carolyn? Claim Your ProfileCarolyn Renee Reed is a financial advisor with Raymond James & Associates, Inc. based in Nashville, TN. Carolyn has been working in the financial industry since 2003. Carolyn has a broad range of experience in the industry, having previously worked at Raymond James Financial Services, Inc., Lincoln Financial Advisors Corporation, NFP Advisor Services, LLC, and Wells Fargo Advisors, LLC. Carolyn is licensed to provide financial advice in a number of states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
02/09/2018 - Present
Raymond James & Associates, Inc. (NASHVILLE TN)
TN
08/24/2016 - 02/05/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHVILLE TN)
TN
04/11/2016 - 08/22/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (NASHVILLE TN)
TN
12/12/2014 - 01/13/2015
NFP ADVISOR SERVICES, LLC (BRENTWOOD TN)
TN
07/08/2014 - 09/04/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN TN)
TN
05/10/2013 - 06/20/2014
TRUSTCORE INVESTMENTS, INC. (BRENTWOOD TN)
TN
01/03/2012 - 05/06/2013
WELLS FARGO ADVISORS, LLC (NASHVILLE TN)
TN
02/04/2005 - 12/21/2011
ROBERT W. BAIRD & CO. INCORPORATED (NASHVILLE TN)
NY
08/03/2004 - 02/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/16/2001 - 04/21/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
GA
11/29/2000 - 01/05/2001
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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