Unclaimed
Joseph Kendrick Reynolds is a registered investment advisor representative with Fisher Investments. Joseph has been in the financial services industry since June 2008. Joseph is licensed in Oregon, Texas, and Washington. Joseph's previous employers include BB&T Securities, LLC and Scott & Stringfellow, LLC. Joseph has passed the Series 7, Series 31, Series 66 and SIE exams. Joseph specializes in investment advisory services including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Joseph is also a registered investment advisor representative for Fisher Investments, which manages over $298 billion in assets.
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.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/03/2017 - Present
Fisher Investments (PLANO TX)
NC
01/02/2013 - 03/23/2017
BB&T SECURITIES, LLC (WILMINGTON NC)
NC
06/09/2008 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (WILMINGTON NC)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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