Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Deren? Claim Your ProfileDeren Andre Reid is an investment advisor representative with Fidelity Personal And Workplace Advisors. Deren Reid has been in the securities industry since June 19, 2003 and is registered in 54 states. Deren Reid is also a registered Investment Advisor Representative (IAR) in 4 states. Fidelity Personal And Workplace Advisors is a firm based in Boston, Massachusetts.
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.
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.
1
2
MA
02/15/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MD
05/27/2010 - 11/08/2010
PROEQUITIES, INC. (BELTSVILLE MD)
MD
01/30/2009 - 03/30/2010
METLIFE SECURITIES INC. (BALTIMORE MD)
MD
02/21/2006 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
10/04/2004 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MD
02/28/2003 - 09/29/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 10/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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