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Diane Marie Reed

Virtus Investment Advisers, Inc.

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About Diane Marie Reed

Diane Marie Reed is a registered representative with Virtus Investment Advisers, Inc. and has been in the industry since 1999. Diane Marie Reed has a Series 63, 65, 24, 7 and SIE license and has passed state exams in Connecticut and New Jersey. Diane Marie Reed is currently registered with the state of Connecticut as an Investment Adviser Representative (IAR). Diane Marie Reed has also been previously registered with Ridgeworth Distributors LLC and Lord Abbett Distributor LLC.

Firm Information

Diane Reed is currently registered with Virtus Investment Advisers, Inc.. Virtus Investment Advisers, Inc. is an investment advisor registered with the SEC. Located in HARTFORD, CT, the firm primarily serves investment companies, managing $53,982,609,839 in assets for 105 clients. Virtus Investment Advisers, Inc. also provides selection of other advisors and other advisory services.
Virtus Investment Advisers, Inc.

ONE FINANCIAL PLAZA

HARTFORD, CT 06103

$53.98B

Assets Under Management

Not reported

Total Clients

73

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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an employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

An employee of an affiliate is contracted w/ cnbc media as host or guest providing market commentary.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Diane Reed’s Registration & Firm History

NJ

11/19/2018 - Present

Virtus Investment Advisers, Inc. (PARK RIDGE NJ)

NJ

03/13/2015 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (PARK RIDGE NJ)

NJ

09/21/1999 - 02/09/2015

LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)

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Licenses & Designations

IA

Issued 06/26/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/06/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/21/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Diane Marie Reed.
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