Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Greenspan is a financial advisor at Charles Schwab & CO., Inc. Reid has been in the financial services industry since 2008 and is registered to provide investment advice in 47 states. Reid has a Series 66 license and holds the Certified Financial Planner designation. Reid's prior experience includes roles at USAA FINANCIAL ADVISORS, INC., USAA FINANCIAL PLANNING SERVICES, and USAA INVESTMENT MANAGEMENT COMPANY.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
01/05/2011 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
11/04/2008 - 12/17/2010
WELLS FARGO INVESTMENTS, LLC (SUN CITY AZ)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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