Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Edmund Reynolds is a financial advisor currently registered with KEY Investment Services LLC and has over 17 years of experience in the financial industry. Joseph has a strong track record of providing investment advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and pension plans. Previously, Joseph was registered with firms such as Citigroup Global Markets Inc., NYLIFE Securities LLC, PNC Investments, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Joseph holds a Series 7, Series 24, Series 52TO, Series 53, and Series 66 license. He is also a registered Investment Advisor in Ohio.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
OH
07/23/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
NY
10/12/2020 - 07/09/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
OH
11/27/2018 - 09/01/2020
NYLIFE SECURITIES LLC (CLEVELAND OH)
OH
01/13/2015 - 09/19/2018
PNC INVESTMENTS (CLEVELAND OH)
OH
07/24/2014 - 01/05/2015
J.P. MORGAN SECURITIES LLC (COLUMBUS OH)
NC
01/24/2014 - 06/09/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
09/09/2013 - 01/22/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
NJ
01/17/2006 - 09/03/2013
WELLS FARGO ADVISORS, LLC (SUMMIT NJ)
NY
01/01/2005 - 10/21/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 09/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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