Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Twine is a financial advisor registered with Wells Fargo Clearing Services, LLC. Reid has been in the financial services industry since 2008 and has a strong track record of helping clients achieve their financial goals. Reid has a variety of experience in the industry, including previous roles at Morgan Stanley and Wells Fargo Advisors, LLC. Reid specializes in providing a wide range of financial planning and investment services to individual investors, corporations, and institutions. He has a focus on retirement planning, college savings, and estate planning. He is also a Certified Financial Planner.
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
NC
02/06/2017 - Present
Wells Fargo Clearing Services, LLC (RALEIGH NC)
NC
03/17/2016 - 02/10/2017
MORGAN STANLEY (RALEIGH NC)
NC
04/09/2008 - 03/15/2016
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
IA
Issued 01/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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