Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree A. Reil is a financial advisor with over 25 years of experience in the financial industry. Desiree currently works at Raymond James & Associates, Inc. and has been active in the financial industry since 1997. Desiree holds Series 7, 31, and 63 licenses and is also a Series 65 registered investment advisor. Desiree specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Desiree's professional background includes previous roles at Empower Financial Services, Inc., Andrew Garrett Inc., VALIC Financial Advisors, Inc., Fidelity Brokerage Services LLC, Charles Schwab & Co., Inc., TD Ameritrade, Inc., USALLIANZ Securities, Inc., Citistreet Equities LLC, and Morgan Stanley DW Inc.
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.
Please see note in schedule d - miscellaneous
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
NJ
05/05/2023 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
CO
03/14/2022 - 05/02/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
12/13/2018 - 12/16/2021
ANDREW GARRETT INC. (CHERRY HILL NJ)
NJ
12/19/2014 - 12/13/2018
VALIC FINANCIAL ADVISORS, INC. (BERKELEY HEIGHTS NJ)
NJ
07/08/2010 - 11/13/2014
FIDELITY BROKERAGE SERVICES LLC (MARLTON NJ)
NJ
12/15/2006 - 01/25/2010
CHARLES SCHWAB & CO., INC. (MOORESTOWN NJ)
NJ
11/18/2005 - 12/15/2006
TD AMERITRADE, INC. (MARLTON NJ)
MN
09/12/2005 - 11/15/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
NJ
02/11/2003 - 09/09/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
01/17/1996 - 11/29/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/28/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/26/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/1996
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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