Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Alfred Reid Jr. is a financial advisor with Raymond James & Associates, Inc., headquartered in Jacksonville, FL. Richard has been in the industry since 1986. He is registered with the state of Florida as well as 11 other states. Richard is also licensed to provide advisory services to a variety of client types, including individuals, corporations, charitable organizations, and pension plans.
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.
Please see note in schedule d - miscellaneous
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
FL
03/31/2016 - Present
Raymond James & Associates, Inc. (JACKSONVILLE FL)
FL
06/01/2009 - 04/13/2016
MORGAN STANLEY (JACKSONVILLE FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)
FL
07/23/1987 - 04/02/2007
MORGAN STANLEY DW INC. (JACKSONVILLE FL)
NA
01/21/1987 - 07/28/1987
BLACKSTOCK & LANDSTREET, INC.
NA
07/11/1986 - 02/03/1987
BLACKSTOCK & CO., INC.
BC
Issued 01/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1989
Series 3 - National Commodity Futures Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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