Unclaimed
John Dennis Reid is a financial advisor with UBS Financial Services Inc., with over 40 years of experience in the industry. John has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. He is licensed to provide financial advice in New Hampshire. John has a strong track record of success in providing investment advice and financial planning services to individuals, families, and businesses. He is a highly respected member of the financial community and is committed to providing his clients with the highest level of service and expertise. John previously worked at Kidder, Peabody & Co. Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NH
01/28/1995 - Present
UBS Financial Services Inc. (MANCHESTER NH)
NY
09/26/1980 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 04/08/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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