Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Ira Chizik is a financial advisor with over 18 years of experience in the financial services industry. Reid Ira Chizik currently works for Wells Fargo Clearing Services, LLC and has been with the firm since March 2022. Prior to that, Reid Ira Chizik worked for Citizens Securities, Inc. and Santander Securities LLC. Reid Ira Chizik holds the Series 6, 7, 26, 63, 65, and 66 licenses. Reid Ira Chizik is registered in the following states: California, Delaware, Florida, Georgia, Maryland, Missouri, New Hampshire, New Jersey, and Pennsylvania. Reid Ira Chizik provides a range of services to individuals, families, businesses, and institutions, including financial planning, investment management, and retirement planning. Reid Ira Chizik specializes in providing financial advice to high-net-worth individuals, families, and businesses.
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.
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.
Investment consulting services to institutional clients
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
PA
03/31/2022 - Present
Wells Fargo Clearing Services, LLC (PHILADELPHIA PA)
PA
12/07/2016 - 03/31/2022
CITIZENS SECURITIES, INC. (NEWTOWN PA)
NJ
07/17/2014 - 12/08/2016
SANTANDER SECURITIES LLC (CLEMENTON NJ)
PA
07/15/2011 - 07/11/2014
M&T SECURITIES, INC. (PHILADELPHIA PA)
PA
10/17/2005 - 07/01/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
PA
07/25/2003 - 03/29/2005
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
IA
Issued 02/23/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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