Unclaimed
Reed Hoover is a financial advisor who has been in the industry since 2001. Reed works with Janney Montgomery Scott LLC and is registered with FINRA and the state of Pennsylvania. Reed also has previous experience with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Legg Mason Wood Walker, Incorporated. Reed holds Series 7, 9, 10, 63, and 65 securities licenses. Reed has expertise in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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.
Fee plus commission
1
2
PA
09/03/2010 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (BRYN MAWR PA)
PA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
10/23/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 09/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/30/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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