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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Suggs is an investment advisor representative with Lincoln Investment. Reginald has been in the financial services industry since July 1, 2007 and holds Series 6, 7, 24, 51, 63, and 65 licenses. Reginald is registered with the state of Pennsylvania and Texas, and his current employer is Lincoln Investment. Reginald has worked with a number of financial institutions including VALIC Financial Advisors, INC., FIFTH THIRD SECURITIES, INC., PNC INVESTMENTS, NATCITY INVESTMENTS, INC., CITIGROUP GLOBAL MARKETS INC., and CITICORP INVESTMENT 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.
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
TX
09/27/2023 - Present
Lincoln Investment (Celina TX)
TX
10/10/2011 - 10/09/2023
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
IL
06/17/2011 - 10/11/2011
FIFTH THIRD SECURITIES, INC. (MOKENA IL)
IL
11/13/2009 - 01/15/2010
PNC INVESTMENTS (WOODRIDGE IL)
IL
05/16/2008 - 11/13/2009
NATCITY INVESTMENTS, INC. (WOODRIDGE IL)
IL
05/29/2007 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
01/27/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IA
Issued 01/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/22/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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