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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Latrisha? Claim Your ProfileLatrisha Reed is a financial advisor at Edward Jones. Latrisha is a registered representative in Ohio and Texas. Latrisha has been in the financial industry for over a decade. Latrisha has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice. Latrisha works with individuals and families to help them achieve their financial goals. Latrisha specializes in providing financial planning, portfolio management, and pension consulting services. Latrisha is committed to providing her clients with the highest level of service and is dedicated to helping them achieve their financial dreams.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
09/15/2021 - Present
Edward Jones (SIDNEY OH)
OH
10/26/2020 - 04/07/2021
W&S BROKERAGE SERVICES, INC. (Troy OH)
BOTH
Issued 06/14/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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