Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Kerr Potts is a financial advisor with Edward Jones, a large brokerage firm with over $824 billion in assets under management. Reagan has been in the financial industry since 2004 and holds multiple licenses and certifications, including Series 6, 7, 26, 63, and 65. Reagan provides a range of financial services to individuals, families, and businesses, including financial planning, portfolio management, and retirement planning. Reagan is registered to offer financial services in over 20 states.
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.
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.
See schedule d - miscellaneous
1
2
FL
08/26/2014 - Present
Edward Jones (Gainesville FL)
OH
11/01/2004 - 12/20/2005
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
IA
Issued 01/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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