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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Joseph Reid is a financial advisor with Fidelity Personal and Workplace Advisors. Eddie Reid has been in the industry since 2008. Eddie Reid holds Series 6, 7, 63 and 66 licenses. Eddie Reid has a large number of licenses and has worked for several firms in the past. Fidelity Personal and Workplace Advisors is a large firm with over 7979 licensed agents, 14549 investment advisor representatives, 15281 registered representatives, 15424 investment advisory functions and 0 advisor representatives for other investment advisors. Fidelity Personal and Workplace Advisors is a large firm with assets under management between $1 billion and $10 billion.
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.
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.
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2
FL
10/01/2019 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/19/2017 - 09/10/2019
J.P. MORGAN SECURITIES LLC (Neptune Beach FL)
FL
08/19/2011 - 10/23/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
01/16/2008 - 07/26/2011
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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