Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shad? Claim Your ProfileShad Reynolds is a financial advisor with MML Investors Services, LLC. Shad has been in the industry since 1999 and has extensive experience in providing financial advice and investment services. Shad is a Certified Financial Planner and a Chartered Financial Consultant. Shad holds Series 6, 7, 24, 26, 63, and 65 licenses and is registered in the state of Georgia. Shad also has experience in real estate and is a partner in a CPA firm. Shad is dedicated to providing high-quality financial advice to individuals, families, and businesses. Shad specializes in financial planning, asset allocation, and portfolio management. Shad is committed to helping clients achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
GA
04/17/2008 - Present
MML Investors Services, LLC (ATLANTA GA)
GA
03/23/2007 - 03/24/2008
NYLIFE SECURITIES LLC (ATLANTA GA)
CA
07/22/1999 - 01/22/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN DIEGO CA)
TX
08/25/1997 - 05/11/1998
UNITED SERVICES PLANNING ASSOCIATION, INC. (FORT WORTH TX)
IA
Issued 02/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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