Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Gene Reed is an investment advisor representative at Cetera Investment Advisers LLC. Donald has been in the securities industry since August 18, 1994 and has held positions with a number of firms including HOCHMAN & BAKER SECURITIES, INC., MONY SECURITIES CORP. and THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK. Donald is registered with the state of Pennsylvania and is a Series 6, Series 22, and Series 63 licensed professional. Donald currently holds a position as owner of REED & REED ASSOCIATES, INC DBA REED & DAILEY ASSOCIATES, INC. Donald provides accounting and income tax service in addition to being an investment advisor representative.
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.
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
PA
01/26/2005 - Present
Cetera Investment Advisers LLC (HERMITAGE PA)
CT
01/02/2002 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
NA
05/15/1989 - 08/08/1991
MONY SECURITIES CORP.
NA
05/15/1989 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK
NA
07/02/1986 - 12/13/1988
FUNDSELECT ADVISERS, INC.
NA
09/24/1985 - 05/29/1986
H & R INVESTMENTS, INC.
NA
09/22/1983 - 09/30/1985
VINEYARD SECURITIES COMPANY
BC
Issued 10/5/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/19/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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