Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reed? Claim Your ProfileReed William Lipsey is a financial advisor with Wells Fargo Clearing Services, LLC. Reed has been in the financial industry since February 2008. Reed is registered with FINRA and is licensed to provide financial services in multiple states including New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia. Reed has a strong background in providing investment advice and portfolio management services to a wide range of clients, including individuals, businesses, and institutions. Reed has also worked for Citigroup Global Markets Inc. and PNC Investments in the past. Reed has extensive experience in providing financial planning, portfolio management, and investment consulting services.
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.
Investment consulting services to institutional clients
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
PA
07/28/2023 - Present
Wells Fargo Clearing Services, LLC (DOYLESTOWN PA)
NY
05/15/2014 - 08/06/2018
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
07/13/2010 - 04/14/2014
PNC INVESTMENTS (LEONIA NJ)
NJ
09/05/2007 - 05/25/2010
WELLS FARGO ADVISORS, LLC (RIDGEWOOD NJ)
BOTH
Issued 04/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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