Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Eric Juul is a financial advisor registered with Cetera Investment Advisers LLC. Reid has been in the financial industry since 2007. Reid has passed multiple securities exams, including Series 7, Series 24, Series 63 and Series 66. Reid is currently registered in 32 states, including Texas, and has previously worked for Voya Financial Advisors, Inc. Reid offers investment advisory services, financial planning and educational seminars. Reid also provides fixed insurance sales through an independent insurance agent designation.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
04/02/2007 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 09/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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