Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Eugene Reed is a financial professional with over 40 years of experience in the financial services industry. Donald Reed is currently registered with Northwestern Mutual Investment Services, LLC and has been associated with them since October 1983. Donald Reed has also been associated with Robert W. Baird & Co. Incorporated and Northwestern Mutual Life. Donald Reed holds the Series 6, 7, 12, 26, 63 and 65 licenses as well as the SIE certification. Donald Reed is a Chartered Financial Consultant. Donald Reed is located in Asheville, North Carolina and has been a registered investment advisor for over 20 years. Donald Reed may earn commissions from insurance companies not affiliated with Northwestern Mutual for sales of non-variable life, health, annuity and/or disability income insurance products.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NC
10/30/2002 - Present
Northwestern Mutual Investment Services, LLC (ASHEVILLE NC)
WI
05/13/1997 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
01/09/1990 - 09/10/1990
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/24/1997
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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