Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meeshan? Claim Your ProfileMeeshan Antonio Reid is a financial advisor with Ameriprise Financial Services, LLC. Meeshan has been in the financial industry since September 6, 2014. Meeshan is registered with the state of Maryland and is licensed as a Registered Representative (RA) by the state of Maryland. Prior to joining Ameriprise Financial Services, LLC, Meeshan has worked for several other firms, including Commonwealth Financial Network, Morgan Stanley, E*TRADE SECURITIES LLC, Capital One Investing, LLC, MML Investors Services, LLC, and Pinnacle Investments, LLC. Meeshan holds the Series 7, Series 66, and SIE licenses. Meeshan is also a Certified Financial Planner. Meeshan specializes in providing financial advice to individuals, corporations, trusts, estates, and other organizations. Meeshan's areas of expertise include asset allocation, financial planning, pension consulting, and educational seminars.
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.
Asset allocation 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.
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MD
03/06/2024 - Present
Ameriprise Financial Services, LLC (Columbia MD)
MD
10/31/2023 - 12/11/2023
COMMONWEALTH FINANCIAL NETWORK (BOWIE MD)
DC
01/12/2023 - 11/01/2023
MORGAN STANLEY (WASHINGTON DC)
DC
07/31/2018 - 09/05/2023
E*TRADE SECURITIES LLC (WASHINGTON DC)
VA
06/08/2017 - 07/25/2018
CAPITAL ONE INVESTING, LLC (McLean VA)
MD
10/24/2016 - 06/13/2017
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
NY
06/06/2014 - 10/18/2016
PINNACLE INVESTMENTS, LLC (EAST SYRACUSE NY)
BOTH
Issued 06/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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