Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Page? Claim Your ProfilePage Taylor Reece is a financial professional with over 30 years of experience in the financial services industry. Page is currently registered with Brockenbrough in Richmond, VA, where Page has been employed since July 1997. Page has also held previous positions at ULTIMUS FUND DISTRIBUTORS, LLC, and WHEAT, FIRST SECURITIES, INC. Page holds a Series 6, 7, 8, 63, and 65 license and is a Chartered Financial Analyst. Page specializes in providing financial planning and portfolio management for a wide range of clients, including individuals, families, businesses, and institutional investors.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
08/18/1997 - Present
Brockenbrough (RICHMOND VA)
OH
11/01/2006 - 12/08/2008
ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)
NC
06/18/1993 - 06/29/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NC
01/21/1982 - 04/16/1990
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
BC
Issued 11/20/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/16/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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