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 advisor with Equitable Advisors, LLC, based in Morristown, New Jersey. David has been in the financial services industry since April 5, 2002, and has been registered with Equitable Advisors, LLC since August 2014. David has a Series 63, Series 66, Series 7 and SIE licenses. David is also registered as an investment advisor in California, Colorado, Florida, Georgia, New Jersey, New York and Pennsylvania. In addition to his work as a financial advisor, David is also on the board of directors for the Colgate University football program. David specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
11/15/2017 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
04/18/2013 - 10/01/2013
TRADINGSCREEN BROKERAGE SERVICES LLC (NEW YORK NY)
NY
06/23/2009 - 12/05/2012
NASDAQ OPTIONS SERVICES, LLC (NEW YORK NY)
NJ
12/19/2005 - 11/06/2008
ICAP ELECTRONIC BROKING LLC (JERSEY CITY NJ)
NY
05/11/1999 - 01/18/2001
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
05/10/1999 - 01/18/2001
CANTOR FITZGERALD PARTNERS (NEW YORK NY)
NJ
08/06/1997 - 05/06/1999
GARVIN GUYBUTLER LLC (JERSEY CITY NJ)
NA
10/08/1986 - 12/13/1988
MOORE & SCHLEY/MEEKER SHARKEY GROUP INC.
NA
10/08/1986 - 06/02/1988
PML SECURITIES COMPANY
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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