Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Joseph Reed is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Fort Wayne, Indiana. David has been in the industry since January 23, 1989 and holds Series 7, 24, 51 and 63 licenses. David works with individuals, high net worth individuals, corporations or other businesses, charitable organizations, insurance companies, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Fort Wayne IN)
IN
01/24/1989 - 07/11/1991
GREGORY & ZENT, INC. (FORT WAYNE IN)
BC
Issued 02/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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