Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reid? Claim Your ProfileReid Berry is a financial professional with over 9 years of experience in the financial services industry. Reid is a Registered Representative with Stifel, Nicolaus & Company, Inc., and has a Series 66, Series 7, and SIE license. Reid is a Certified Financial Planner™ professional. Prior to joining Stifel, Nicolaus & Company, Inc., Reid worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated. Reid specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, businesses, and institutions. Reid is registered to provide investment advisory services in Tennessee and Texas.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
06/24/2021 - Present
Stifel, Nicolaus & Company, Inc. (BRENTWOOD TN)
TN
08/05/2014 - 06/25/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRENTWOOD TN)
BOTH
Issued 09/08/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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