Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Michael O'Brien is an investment advisor representative with Realta Investment Advisors, Inc. Reed has been in the securities industry since March 23, 2002. Reed has a Series 6, Series 7, Series 63, and Series 65 licenses. Reed has been registered with Realta Investment Advisors, Inc. since November 2013. Previous employers include Raymond James Financial Services, Inc., Wells Fargo Advisors, LLC, Vantage Securities, Inc., and Donald & Co. Securities Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
06/23/2022 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
PA
11/02/2009 - 11/15/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
03/11/2003 - 10/12/2009
WELLS FARGO ADVISORS, LLC (LANCASTER PA)
NA
04/09/1991 - 03/31/1992
VANTAGE SECURITIES, INC.
NA
03/06/1991 - 03/28/1991
DONALD & CO. SECURITIES INC.
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2005
Series 7 - General Securities Representative Examination
BC
Issued 03/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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