Unclaimed
Kipp Anthony Reck is a financial advisor with over 20 years of experience in the industry. Kipp has been registered with Towers Watson Investment Services, Inc. since 2018 and has been providing financial services to individuals and institutions for over 20 years. Kipp specializes in providing investment advisory services, including portfolio management, financial planning, and pension consulting. Kipp is dedicated to helping clients reach their financial goals.
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.
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.
See schedule d, miscellaneous, for a description of other 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.
A percentage of the total value of assets under management is charged.
Fee based on a percentage of assets advised on
1
2
GA
03/29/2018 - Present
Towers Watson Investment Services, Inc. (Atlanta GA)
FL
11/24/2003 - 12/02/2008
NEWPORT GROUP SECURITIES, INC. (HEATHROW FL)
NY
09/09/1999 - 11/07/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 10/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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