Unclaimed
Reed Nitto is a registered representative with First Trust Advisors LP. Reed has been in the financial industry since January 2002. Reed has Series 63 and 65 registrations and Series 7 and SIE licenses. Prior to joining First Trust Advisors LP, Reed was a registered representative at Lincoln Financial Distributors, Inc., Planco Financial Services, Inc., Bear, Stearns & Co. Inc., and Bear, Stearns Securities Corp. Reed's current primary office is in Wheaton, IL.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
02/19/2013 - Present
First Trust Advisors LP (WHEATON IL)
PA
08/24/2005 - 06/29/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
08/15/2002 - 08/09/2005
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NY
01/18/2002 - 08/15/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/18/2002 - 08/15/2002
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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