Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Reed is a financial professional with over 15 years of experience in the industry. David is registered with Janney Montgomery Scott LLC and holds Series 63, SIE, Series 79TO, and Series 7 licenses. David specializes in a range of financial services including, financial planning, pension consulting, educational seminars, and selection of other advisors. Previously, David worked for Fairmount Partners LP, Investec Inc., and First Clearing Corporation.
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.
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.
Fee plus commission
1
2
PA
12/02/2022 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
06/17/2008 - 11/30/2018
FAIRMOUNT PARTNERS LP (WEST CONSHOHOCKEN PA)
NY
08/29/1998 - 06/12/2003
INVESTEC INC. (NEW YORK NY)
MO
10/02/1997 - 06/03/1998
FIRST CLEARING CORPORATION (ST. LOUIS MO)
BC
Issued 05/05/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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