Unclaimed
Denitra Reed is a financial advisor with Frost Investment Services in San Antonio, Texas. Denitra has been in the industry since 2002, working with clients in a variety of areas including: corporations, individuals, high net worth individuals, and charitable organizations. Denitra has worked at several firms, including J.P. Morgan Securities LLC and Chase Investment Services Corp. In addition to her experience, Denitra holds several certifications, including the Series 6, Series 63 and SIE exams.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/27/2022 - Present
Frost Investment Services (SAN ANTONIO TX)
TX
10/01/2012 - 07/03/2019
J.P. MORGAN SECURITIES LLC (SUGAR LAND TX)
TX
08/25/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
08/04/2003 - 01/22/2004
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IL
03/29/2001 - 11/11/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 10/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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