Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norman? Claim Your ProfileNorman Reid is a financial advisor with over 20 years of experience in the industry. He is currently registered with Wells Fargo Advisors Financial Network, LLC and has offices in Yakima, WA. Norman is also the owner of Reid Financial Management, LLC. He has held prior positions with MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Norman is dedicated to providing personalized financial advice to individuals and families, as well as to corporations and other businesses. He holds various licenses, including the Series 63, Series 65, Series 7, and Series 24 exams, and is a Registered Representative.
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.
Investment consulting services to institutional clients
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.
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2
WA
04/19/2011 - Present
Wells Fargo Advisors Financial Network, LLC (YAKIMA WA)
WA
06/01/2009 - 05/27/2011
MORGAN STANLEY SMITH BARNEY (YAKIMA WA)
WA
03/22/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (YAKIMA WA)
IA
Issued 04/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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