Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Haimson is a financial advisor registered with Great Point Advisors, LLC. Reed has been in the financial industry since August 15, 2011 and has been with Great Point Advisors, LLC since January 7, 2022. Reed is a Certified Financial Planner and holds the following licenses: Series 7, Series 22, Series 63, Series 66, Series 82 and SIE. Reed specializes in providing financial planning and portfolio management for individuals and businesses. Reed has a strong background in helping clients with their financial planning needs.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
IL
01/07/2022 - Present
Great Point Advisors, LLC (CHICAGO IL)
CO
03/10/2016 - 12/19/2019
COLORADO FINANCIAL SERVICE CORPORATION (CENTENNIAL CO)
CO
08/31/2010 - 02/08/2013
MORGAN STANLEY (GREENWOOD VILLAGE CO)
CO
07/11/2008 - 08/24/2010
EDWARD JONES (LONE TREE CO)
BC
Issued 11/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2018
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 03/10/2016
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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