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John Allen Reese

American Portfolios Financial Services, Inc.

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About John Allen Reese

John Allen Reese is a financial advisor with over 30 years of experience in the industry. John is currently registered with American Portfolios Financial Services, Inc., where John has been employed since October 2017. Previously John was registered with INVEST FINANCIAL CORPORATION and QUESTAR CAPITAL CORPORATION. John holds Series 6, SIE, and Series 63 licenses. John is registered in Arizona, California, Florida, Georgia, Illinois, North Carolina, Ohio, Pennsylvania, South Carolina and West Virginia.

Firm Information

John Reese is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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John Reese’s Registration & Firm History

OH

10/16/2017 - Present

American Portfolios Financial Services, Inc. (Boardman OH)

OH

10/24/2008 - 10/16/2017

INVEST FINANCIAL CORPORATION (BOARDMAN OH)

OH

04/29/2002 - 10/27/2008

QUESTAR CAPITAL CORPORATION (BOARDMAN OH)

IA

02/08/1995 - 05/07/2002

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

NJ

06/12/1986 - 02/22/1995

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 03/30/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for John Allen Reese. Review regulatory record here.
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