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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Boyd Reed is a financial advisor with over 30 years of experience in the financial services industry. Currently, Jeffrey is registered with Ameriprise Financial Services, LLC. Jeffrey holds Series 6, 7, 9, 10, 26, and 63 securities licenses and a SIE. Jeffrey is licensed in 30 states and has specializations in asset allocation, financial planning, pension consulting, educational seminars, and selection of other advisors. In addition to his current role, Jeffrey has held previous positions at First Tennessee Brokerage, Inc., Charles Schwab & Co., Inc., Fortis Investors, Inc., and Walnut Street Securities, Inc. Jeffrey has also been actively involved in real estate ownership in Loudon, TN.
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.
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2
TN
09/08/2020 - Present
Ameriprise Financial Services, LLC (KNOXVILLE TN)
TN
04/24/2009 - 10/25/2010
FIRST TENNESSEE BROKERAGE, INC. (KNOXVILLE TN)
TN
01/01/1996 - 04/13/2009
CHARLES SCHWAB & CO., INC. (KNOXVILLE TN)
MN
10/16/1995 - 01/29/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
CA
04/10/1995 - 10/16/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
11/19/1987 - 06/29/1990
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/24/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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