Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Reid is a financial advisor with Founders Financial Securities LLC, located in Matthews, North Carolina. David has been in the financial services industry since 2004. David holds the Series 7, Series 66 and SIE securities licenses. David is registered with FINRA and the state of North Carolina as an Investment Advisor Representative. David has worked at multiple firms throughout his career, including LPL FINANCIAL LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. David's primary focus is on providing financial advice and products to individuals and businesses, including retirement planning, investment management, and insurance.
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.
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2
NC
11/05/2015 - Present
Founders Financial Securities LLC (Matthews NC)
NC
10/01/2007 - 11/04/2015
LPL FINANCIAL LLC (MATTHEWS NC)
NC
10/28/2004 - 08/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
MN
10/28/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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