Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James benjamin? Claim Your ProfileJames Benjamin Peter Reid is a financial professional with over 10 years of experience in the financial services industry. James Benjamin Peter Reid currently works as a Registered Representative at J.p. Morgan Securities LLC. Prior to this role, James Benjamin Peter Reid worked as a financial advisor at Park Avenue Securities LLC and Fidelity Brokerage Services LLC. James Benjamin Peter Reid is licensed to provide securities advice in New York.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
12/12/2024 - Present
J.p. Morgan Securities LLC (WEBSTER NY)
NY
05/30/2024 - 07/22/2024
PARK AVENUE SECURITIES LLC (PITTSFORD NY)
NY
05/16/2019 - 05/17/2021
FIDELITY BROKERAGE SERVICES LLC (ROCHESTER NY)
BOTH
Issued 06/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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