Unclaimed
Reid Bloom is a financial professional with over 28 years of experience in the financial services industry. Reid is currently registered with Velocity Clearing, LLC, and has been with them since April 2021. Previously, Reid has worked with WPS PRIME SERVICES, LLC, ClearView Trading Advisors, Inc., Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bear, Stearns & Co. Inc. Reid is licensed to sell securities in Connecticut and New York.
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.
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.
1
2
NY
04/27/2021 - Present
Velocity Clearing, LLC (New York NY)
NY
05/10/2019 - 04/28/2021
WPS PRIME SERVICES, LLC (NEW YORK NY)
NJ
12/18/2008 - 05/07/2019
CLEARVIEW TRADING ADVISORS, INC. (TENAFLY NJ)
NY
07/23/1999 - 10/17/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/19/1999 - 07/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/13/1993 - 01/29/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
11/02/1990 - 05/21/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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