Unclaimed
Patrick Egan Reed is a registered representative at Piper Sandler & Co. Patrick has been in the industry since January 2022. Patrick holds the Series 63, Series 79TO, and SIE licenses. Patrick is registered to offer securities in Georgia.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
GA
01/19/2022 - Present
Piper Sandler & Co. (ATLANTA GA)
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick Reed is the right advisor for you? Invested Better is here to help.