Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Reed is a financial advisor with Janney Montgomery Scott LLC, with over 20 years of experience in the industry. Kevin is registered with the state of Pennsylvania and Texas. Kevin's specialties include financial planning, portfolio management for individuals and businesses, and pension consulting. Previously, Kevin was employed with LINSCO/PRIVATE LEDGER CORP. in San Diego, CA and Sentra Securities Corporation, Spelman & Co., Inc., and Sunamerica Securities, Inc. in Phoenix, AZ.
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.
Fee plus commission
1
2
PA
06/06/2007 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
CA
08/06/2003 - 12/01/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
AZ
03/24/2003 - 08/18/2003
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
03/24/2003 - 08/18/2003
SPELMAN & CO., INC. (PHOENIX AZ)
AZ
03/24/2003 - 08/18/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
PA
02/24/1997 - 06/03/2002
FISERV SECURITIES, INC. (PHILADELPHIA PA)
BC
Issued 07/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/09/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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