Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reo? Claim Your ProfileReo Bennett Alderman is a financial advisor with over 20 years of experience in the industry. Reo is currently registered with Osaic Wealth, Inc. and has previously held positions at Securities America, Inc., Invest Financial Corporation, Ensemble Financial Services, Inc., Preferred Holding Corporarttion, Wall Street Financial Group, Inc., and MML Investors Services, Inc. Reo is a licensed investment advisor and holds the Series 6, 7, 63, 65, and SIE licenses. Reo offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
A percentage of the total value of assets under management is charged.
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2
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/01/2017 - 06/14/2024
SECURITIES AMERICA, INC. (ROCHESTER NY)
NY
06/23/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (ROCHESTER NY)
NY
12/16/2008 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
11/18/2008 - 12/10/2008
PREFERRED HOLDING CORPORARTION (ROCHESTER NY)
NY
03/21/2005 - 09/30/2008
WALL STREET FINANCIAL GROUP, INC. (ROCHESTER NY)
MA
03/26/2001 - 03/24/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/31/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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