Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Reichert is an active Registered Representative and Investment Advisor Representative. David Lee Reichert has been in the securities industry since February 25, 2001. David Lee Reichert is currently registered with Edward Jones. David Lee Reichert is also registered in Missouri. David Lee Reichert is a principal and has a Series 9, Series 10, and Series 24 license. David Lee Reichert is also a Registered Representative and has Series 63 and Series 66 licenses. David Lee Reichert's previous employment was with Charles Schwab & Co., Inc. in Westlake, Texas.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
05/09/2006 - Present
Edward Jones (ST LOUIS MO)
TX
01/26/2001 - 04/07/2006
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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