Unclaimed
Richard Scott Reid is a financial advisor with Gradient Securities, LLC in Arden Hills, Minnesota. Richard has been in the securities industry since 2001 and is registered with the state of Minnesota as an Investment Advisor Representative. Richard has also worked for ING Financial Partners, Inc. and H.D. Vest Investment Services. In addition to his work as a financial advisor, Richard is the owner of Scott Reid CPAs and Reid Properties, LLC. Richard is also the treasurer of World Link Associates. Richard holds Series 6 and Series 63 securities licenses and the SIE exam. Richard specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. Richard's firm is a registered investment advisor with the Securities and Exchange Commission.
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.
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.
Solicitor fees
1
2
MN
05/04/2015 - Present
Gradient Securities, LLC (ARDEN HILLS MN)
MN
02/01/2010 - 09/25/2013
ING FINANCIAL PARTNERS, INC. (ROSEVILLE MN)
MN
11/20/2001 - 02/01/2010
H.D. VEST INVESTMENT SERVICES (ROSEVILLE MN)
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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