Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Reese is a financial advisor with over 30 years of experience in the financial services industry. Ray is currently registered with Money Concepts Capital Corp. and has held previous positions at PRUCO Securities Corporation, The Prudential Insurance Company of America, HIBBARD BROWN & CO., INC. and SHERWOOD CAPITAL, INC. Ray has a Series 63, Series 6TO, SIE and Series 7 license. Ray's specialties include financial planning, portfolio management for businesses and individuals. Ray currently holds a "Pastor" position for the Fredericktown, MO, charity or non-profit organization. Ray is currently registered with the states of Alabama, Arizona, Arkansas, Florida, Illinois, Indiana, Kansas, Missouri, Oklahoma, and Oregon.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
Solicitor fee
1
2
MO
12/27/2001 - Present
Money Concepts Capital Corp. (FARMINGTON MO)
NJ
11/30/1989 - 05/09/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/30/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
05/24/1988 - 07/30/1988
HIBBARD BROWN & CO., INC.
NA
08/18/1987 - 05/31/1988
SHERWOOD CAPITAL, INC.
BC
Issued 07/31/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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