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 an Investment Advisor Representative with Osaic Institutions, Inc. Christopher has 11 years of experience in the financial services industry. Christopher is registered with the state of Pennsylvania and is also registered with the state of Florida, New Jersey, and New York. Christopher holds Series 6, 7, 63, and 65 licenses. Christopher specializes in providing financial planning, pension consulting, and educational seminars. Christopher also provides other advisory services such as selection of other advisors, and portfolio management for individuals. Christopher has worked at a number of firms including CUSO Financial Services, LP., HORNOR, TOWNSEND & KENT, LLC., Northwestern Mutual Investment Services, LLC., GIRARD INVESTMENT SERVICES, LLC., BB&T INVESTMENT SERVICES, INC., CETERA INVESTMENT SERVICES LLC., VANGUARD MARKETING CORPORATION, SECURITIES AMERICA, INC., WACHOVIA SECURITIES, LLC., and WSFS.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
PA
01/31/2024 - Present
Osaic Institutions, Inc. (MALVERN PA)
PA
01/17/2023 - 11/10/2023
CUSO FINANCIAL SERVICES, L.P. (Phoenixville PA)
PA
06/13/2022 - 01/24/2023
HORNOR, TOWNSEND & KENT, LLC (HARLEYSVILLE PA)
PA
12/10/2021 - 06/01/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (West Chester PA)
PA
11/14/2016 - 02/05/2019
GIRARD INVESTMENT SERVICES, LLC (SOUDERTON PA)
PA
07/13/2016 - 08/04/2016
BB&T INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)
PA
03/13/2014 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BERWYN PA)
PA
10/03/2011 - 02/03/2014
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
05/26/2009 - 11/03/2009
SECURITIES AMERICA, INC. (FORT WASHINGTON PA)
PA
07/24/2007 - 03/17/2009
WACHOVIA SECURITIES, LLC (PHOENIXVILLE PA)
IA
Issued 01/30/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2007
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.
