Unclaimed
Reed Thompson is a financial advisor with Commonwealth Financial Network in Woburn, Massachusetts. Reed has been working in the financial services industry since March 1995. Reed is registered with the state of Massachusetts as an investment advisor representative (IAR) and as a registered representative (RR) for Commonwealth Financial Network. Reed has a series 7, Series 63, and SIE license. Reed holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Reed has a total of 20 years of experience in the financial services industry. Reed is licensed in 21 states.
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.
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
MA
01/13/2014 - Present
Commonwealth Financial Network (WOBURN MA)
MA
03/24/1995 - 01/16/2014
AMERIPRISE FINANCIAL SERVICES, INC. (WAKEFIELD MA)
MN
03/24/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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