Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Horace Smith is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Reed has been in the industry since 1996 and has experience in a number of areas, including securities, investment advisory, and insurance. Reed is registered with the state of Texas and holds a Series 7, Series 63, and Series 65 license. Reed is also registered with FINRA. Reed has a broad base of experience in portfolio management for businesses and individuals and provides a number of other advisory services including performance measurement reports, allocation modeling, IPS, and research reports and services. Reed is also involved in other business activities outside of Merrill Lynch.
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
TX
05/06/2002 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
IA
Issued 04/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative 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
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