Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Reed is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with LPL Financial LLC, and has also been previously registered with firms such as Cetera Advisors LLC, Stifel, Nicolaus & Company, Incorporated, and UBS Financial Services Inc. Christopher has passed the Series 6, 7, and 66 exams. Christopher provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
FL
03/07/2023 - Present
LPL Financial LLC (OCALA FL)
FL
02/19/2019 - 03/02/2023
CETERA ADVISORS LLC (OCALA FL)
FL
01/11/2010 - 03/18/2019
LPL FINANCIAL LLC (OCALA FL)
FL
08/14/2009 - 10/20/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (OCALA FL)
FL
09/21/2007 - 08/14/2009
UBS FINANCIAL SERVICES INC. (OCALA FL)
FL
07/19/2005 - 09/27/2007
A. G. EDWARDS & SONS, INC. (OCALA FL)
MA
05/20/2002 - 07/13/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/2002 - 07/13/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 10/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Reed is the right advisor for you? Invested Better is here to help.
