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Denise Ranne Reed

Cabot Lodge Securities LLC

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About Denise Ranne Reed

Denise Reed is a financial professional with over 30 years of experience in the industry. Denise is currently registered with Cabot Lodge Securities LLC and has been with the firm since September 2019. Prior to joining Cabot Lodge, Denise worked at Integral Financial LLC, IFS Securities, White Pacific Securities, Inc. and Thomas F. White & Co., Incorporated. Denise's professional designations include the Series 7, Series 24, and Series 63 licenses.

Firm Information

Denise Reed is currently registered with Cabot Lodge Securities LLC. Cabot Lodge Securities LLC is a Limited Liability Company formed in October 2011 and is registered in all 50 states and the District of Columbia. The firm has been subject to two Regulatory Events and one Arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Denise Reed’s Registration & Firm History

NV

09/10/2019 - Present

Cabot Lodge Securities LLC (Reno NV)

NV

01/04/2010 - 09/18/2019

IFS SECURITIES (RENO NV)

IL

08/30/2019 - 08/30/2019

CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)

NV

04/13/2004 - 01/04/2010

INTEGRAL FINANCIAL LLC (RENO NV)

CA

06/11/2001 - 03/12/2004

WHITE PACIFIC SECURITIES, INC. (SAN FRANCISCO CA)

CA

02/23/1999 - 01/04/2001

THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)

NY

10/20/1997 - 03/05/1999

QUICK & REILLY, INC. (NEW YORK NY)

MO

11/07/1996 - 10/21/1997

FFP SECURITIES, INC. (CHESTERFIELD MO)

GA

03/08/1996 - 11/15/1996

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

KY

09/16/1994 - 02/07/1996

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

NY

05/08/1992 - 10/04/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

MO

12/11/1990 - 05/19/1992

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 01/20/1993

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/14/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/22/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Denise Ranne Reed.
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