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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed Thomas Greenagel is a financial professional with over 30 years of experience in the industry. Reed currently is a Registered Representative with LPL Financial LLC, where Reed has been employed since March 2003. Previously, Reed was employed with A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Reed has a Series 3, 7 and 63 licenses, and a SIE exam passed. Reed is registered to provide investment advisory services in Arizona, California, Florida, Georgia, Illinois, Michigan, Missouri, New Mexico, North Carolina, South Carolina, Texas, Washington, and Wisconsin. Reed is also registered with FINRA and has a Series 63 license for both broker-dealer and investment advisor registrations. Reed has been active in the financial industry since 1987 and has experience providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and consulting and other non-discretionary advisory services. Reed's client base includes corporations or other businesses, individuals other than high-net-worth, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, investment clubs and state or municipal government entities.
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.
Consulting and other non-discretionary advisory services
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
IL
05/28/2019 - Present
LPL Financial LLC (CHICAGO IL)
MO
04/15/1994 - 03/12/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/15/1991 - 04/22/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/11/1988 - 07/26/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
BC
Issued 04/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1987
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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