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Reid Ellison Tattersall

CPS Financial & Insurance Services, Inc.

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About Reid Ellison Tattersall

Reid Tattersall is a financial advisor with over 10 years of experience in the industry. Reid is currently registered with CPS Financial & Insurance Services, Inc. and holds a Series 66, Series 7, and SIE license. Prior to joining CPS Financial & Insurance Services, Inc., Reid worked at MML Investors Services, Inc. Reid is registered in California.

Firm Information

Reid Tattersall is currently registered with CPS Financial & Insurance Services, Inc.. CPS Financial & Insurance Services, Inc. is a Corporation that was formed on April 1, 1996. The firm is registered with the Securities and Exchange Commission and in 36 states.

Not reported

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Reid Tattersall’s Registration & Firm History

CA

08/03/2009 - Present

CPS Financial & Insurance Services, Inc. (IRVINE CA)

CA

10/20/2008 - 07/27/2009

MML INVESTORS SERVICES, INC. (WESTLAKE VILLAGE CA)

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Licenses & Designations

BOTH

Issued 11/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Reid Ellison Tattersall.
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