Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reid is a financial advisor with Keenan Financial. John is registered in Massachusetts and is licensed to provide financial advice to individuals and businesses. John has over 10 years of experience in the financial services industry. In addition to his financial advisory services, John also teaches lacrosse.
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.
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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MA
12/20/2018 - Present
Keenan Financial (BOSTON MA)
MA
05/01/2015 - 12/19/2018
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
CT
04/02/2013 - 05/12/2015
INVEST FINANCIAL CORPORATION (GLASTONBURY CT)
MA
03/08/2012 - 01/30/2013
MORGAN STANLEY (BOSTON MA)
BOTH
Issued 04/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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