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Christopher James Reedy

Personal Investment Management Inc.

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About Christopher James Reedy

Christopher Reedy is a financial advisor with Personal Investment Management Inc., based in Redmond, WA. Christopher has been working in the financial services industry since 1993. Christopher has a Series 63, 65, 66 and 9 licenses. Christopher is also a Certified Financial Planner. Christopher has worked at Charles Schwab & Co., Inc., Securian Financial Services, Inc. and Smith Barney Inc. in the past. Christopher has a diverse background in the financial services industry, and has worked in various roles, including financial advisor, investment advisor representative and registered representative. Christopher has a strong understanding of the financial markets and is committed to providing clients with personalized financial advice.

Firm Information

Christopher Reedy is currently registered with Personal Investment Management Inc.. Personal Investment Management Inc., located in REDMOND, WA, is an investment advisor with 4 investment advisor representatives. They manage approximately $567,628,630 in assets for 1,382 clients. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations.
Personal Investment Management Inc.

22500 NE MARKETPLACE DRIVE

REDMOND, WA 98053

$567.63M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Reedy’s Registration & Firm History

WA

11/24/2010 - Present

Personal Investment Management Inc. (REDMOND WA)

IL

03/15/2005 - 09/27/2006

CHARLES SCHWAB & CO., INC. (NAPERVILLE IL)

MN

07/07/2004 - 03/01/2005

SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)

NY

09/09/1993 - 08/23/1995

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/09/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/28/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2006

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/06/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher James Reedy.
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