Unclaimed
John William Reeder is a financial advisor with over 20 years of experience in the industry. John is registered with LPL Financial LLC and has a Series 6, 7, 31, and SIE licenses. John is a member of FINRA and has been active in the industry since 1999. John has worked with a variety of firms, including: Geneos Wealth Management, Inc., Allstate Financial Services, LLC, Linsco/Private Ledger Corp., and Morgan Keegan & Company, Inc. John provides financial planning, consulting, and other advisory services to individual clients and businesses. John is also registered to provide investment advisory services in Louisiana and Texas. John's primary office is located in Baton Rouge, Louisiana, where John works with clients in the surrounding areas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
LA
11/17/2021 - Present
LPL Financial LLC (BATON ROUGE LA)
LA
04/27/2012 - 11/22/2021
GENEOS WEALTH MANAGEMENT, INC. (BATON ROUGE LA)
LA
10/01/2009 - 05/08/2012
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
04/04/2005 - 09/03/2009
ALLSTATE FINANCIAL SERVICES, LLC (BATON ROUGE LA)
SC
02/12/2002 - 11/20/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
TN
05/26/2000 - 03/11/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
CA
05/27/1999 - 12/21/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IN
02/23/1999 - 06/10/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NJ
09/23/1998 - 11/09/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/25/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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