Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Don? Claim Your ProfileDon Richard Reynolds is a financial advisor with Ameriprise Financial Services, LLC. Don has been in the financial services industry since 1976. Don is registered with the Securities and Exchange Commission as an Investment Adviser Representative and with the states of Florida and Texas. Don's past experience includes working for Triad Advisors, Inc., Midland Securities Corporation, Sal Financial Services, Inc., Vestax Securities Corporation, Progressive Capital Securities Corporation, Keogler, Morgan & Company, Inc., Southmark Financial Services, Inc., Southmark Capital Resource, Murray Securities Corporation, Source Securities, Inc., Waddell & Reed, Inc., and Western Reserve Financial Services Corp. Don has a broad background in the industry and holds licenses for both Securities and Investment Advisory. Don is also licensed to operate as an insurance agent and has worked in the insurance industry for over 40 years.
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.
Asset allocation services
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
FL
09/25/2012 - Present
Ameriprise Financial Services, LLC (Clearwater FL)
FL
03/14/2003 - 09/25/2012
TRIAD ADVISORS, INC. (CLEARWATER FL)
FL
04/08/1996 - 06/09/2003
MIDLAND SECURITIES CORPORATION (CLEARWATER FL)
AL
08/18/1992 - 03/17/2003
SAL FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
OH
07/19/1990 - 10/09/1992
VESTAX SECURITIES CORPORATION (HUDSON OH)
NA
11/15/1989 - 07/24/1990
PROGRESSIVE CAPITAL SECURITIES CORPORATION
GA
03/18/1988 - 12/18/1989
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
10/23/1987 - 03/29/1988
SOUTHMARK FINANCIAL SERVICES, INC.
NA
09/30/1987 - 03/03/1988
SOUTHMARK CAPITAL RESOURCE
NA
07/16/1984 - 09/16/1987
MURRAY SECURITIES CORPORATION
NA
07/05/1983 - 07/27/1984
SOURCE SECURITIES, INC.
NA
08/31/1979 - 02/22/1983
WADDELL & REED, INC.
NA
05/03/1976 - 10/07/1979
WESTERN RESERVE FINANCIAL SERVICES CORP
BOTH
Issued 02/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1992
Series 24 - General Securities Principal Examination
BC
Issued 05/05/1986
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1991
Series 7 - General Securities Representative Examination
BC
Issued 04/26/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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