Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Dennis Potter Jr. is a financial advisor associated with Raymond James Financial Services Advisors, Inc.. Reed has been in the financial services industry since September 2, 1997. Reed is currently registered in 14 states and is licensed to sell securities and provide investment advice in those states. Reed previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley DW Inc.. Reed specializes in financial planning, investment management and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
06/14/2024 - Present
Raymond James Financial Services Advisors, Inc. (PIKEVILLE KY)
KY
09/22/2006 - 10/23/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PIKEVILLE KY)
KY
09/03/1997 - 09/26/2006
MORGAN STANLEY DW INC. (PIKEVILLE KY)
IA
Issued 10/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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