Unclaimed
Reid Rottino is a Registered Representative, Investment Advisor Representative and has been active in the industry since 2021. Reid is currently registered with ISC Advisors, Inc. in Texas and is also registered in Connecticut. Reid previously worked with Institutional Securities Corp, University of Oklahoma, The Trails Golf Club, ISC Group, Inc., Tyler Technologies, Brookhaven Country Club, Stadium People Event Staff, Mi Cocina, Sonic Drive In, Plano West Senior High, and ISC Advisors, Inc.. Reid's professional designations include Series 7TO, SIE and Series 66.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
09/27/2021 - Present
ISC Advisors, Inc. (DALLAS TX)
BOTH
Issued 09/24/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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