Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terence? Claim Your ProfileTerence Reed is a financial advisor with Avantax Advisory Services. Terence has been in the financial industry since 1981. Terence is registered in 16 states. Terence offers financial planning and portfolio management for individuals and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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
MI
01/27/2020 - Present
Avantax Advisory Services (Livonia MI)
MI
11/09/2009 - 01/27/2020
SIGMA FINANCIAL CORPORATION (Livonia MI)
MI
10/17/2001 - 11/09/2009
MICHIGAN SECURITIES, INC. (LIVONIA MI)
MI
01/05/1994 - 11/21/2001
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
TX
08/12/1993 - 02/08/1994
EDI FINANCIAL, INC. (IRVING TX)
TX
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC. (EL PASO TX)
NA
05/06/1987 - 12/23/1992
USA FINANCIAL GROUP, INC.
NA
08/25/1986 - 05/20/1987
MONARCH SECURITIES, INC.
NA
08/23/1984 - 05/15/1987
MARINER FINANCIAL SERVICES, INC.
NA
02/11/1981 - 07/11/1984
JOHN HANCOCK DISTRIBUTORS, INC.
NA
02/11/1981 - 07/11/1984
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
BC
Issued 04/08/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/10/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/09/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Terence Reed is the right advisor for you? Invested Better is here to help.
