Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Bert Reed is a financial advisor with Sequent Planning, LLC. Richard is registered in Nebraska as an Investment Advisor Representative. Richard has been a registered investment advisor for over 17 years. Before Sequent Planning, LLC, Richard was employed by BANCWEST INVESTMENT SERVICES, INC., SECURITIES AMERICA, INC., TD AMERITRADE, INC. and AMERITRADE, INC. Richard holds Series 3, 4, 7, 24, 53, 63 and 66 licenses.
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.
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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NE
11/08/2018 - Present
Sequent Planning, LLC (OMAHA NE)
NE
07/07/2011 - 09/26/2018
BANCWEST INVESTMENT SERVICES, INC. (OMAHA NE)
NE
04/25/2007 - 07/01/2011
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
04/22/2006 - 05/04/2007
TD AMERITRADE, INC. (BELLEVUE NE)
NE
06/03/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 11/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/26/2006
Series 4 - Registered Options Principal Examination
BC
Issued 02/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 3 - National Commodity Futures Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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