Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Delaney is a financial advisor at Stifel, Nicolaus & Company, Inc. Reid is registered with the state of Ohio and Texas. Reid Delaney has a total of 39 state registrations and 2 Investment Advisor state registrations across the United States. Reid Delaney has been in the securities industry since 2023. The advisor is also a coach for the Wooster City School District boy's lacrosse team. Reid Delaney is a volunteer board member and treasurer for the Wayne Center for the Arts. Reid Delaney also serves as a trustee for Main Street Wooster, an organization dedicated to improving the quality of Wooster's downtown business.
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
OH
07/13/2023 - Present
Stifel, Nicolaus & Company, Inc. (WOOSTER OH)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX 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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