Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reagan? Claim Your ProfileReagan Griffin is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. in Tuscaloosa, Alabama. Reagan has been in the financial services industry since 2021 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and institutional investors. Reagan has a strong understanding of financial markets and investment strategies and is committed to providing personalized financial advice that helps clients meet their goals. Reagan holds the Series 63, Series 65, and Series 7TO licenses. Reagan also has a Bachelor of Science degree from the University of Alabama. In addition to her work with Merrill Lynch, Pierce, Fenner & Smith Inc., Reagan also has experience working with SA Stone Wealth Management, Inc. and Lance Hocutt Financial Group. Reagan is committed to providing her clients with the highest level of service and is dedicated to helping them achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AL
06/04/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUSCALOOSA AL)
AL
11/10/2022 - 02/06/2024
STONEX SECURITIES INC. (Tuscaloosa AL)
BC
Issued 03/08/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Reagan Griffin is the right advisor for you? Invested Better is here to help.
