Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Lyn Reid is a financial advisor at Stifel, Nicolaus & Company, Inc. Denise has been in the industry since 1983 and has a wealth of experience in providing financial advice to individuals, businesses, and institutions. Denise holds Series 7, 9, 10, and SIE licenses and is registered in New Jersey. Denise specializes in providing financial planning, portfolio management, and investment advisory services. Denise's expertise includes financial planning, portfolio management, and investment advisory services.
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.
1
2
PA
04/21/2006 - Present
Stifel, Nicolaus & Company, Inc. (YARDLEY PA)
NY
03/09/2002 - 05/04/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
03/26/1991 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
MA
11/23/1983 - 05/25/1990
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BC
Issued 03/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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