Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reginald? Claim Your ProfileReginald Reid is a financial advisor with PFS Investments Inc. based in San Antonio, TX. Reginald has over 10 years of experience in the financial services industry. Reginald holds Series 66, 63, 7, 26, and SIE licenses and has been registered with the state of Texas since 2014. Reginald provides financial planning, investment management, and other related services to individual clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/06/2015 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
05/01/2012 - 04/02/2013
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
BOTH
Issued 11/24/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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