Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Reed is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been working in the financial industry for over 20 years. Teri has been registered with the state of Virginia since 2022 and also has an active registration in Texas. Teri has experience working with a variety of clients, including high-net-worth individuals, corporations, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
VA
06/02/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ROANOKE VA)
VA
04/29/2015 - 04/18/2022
DAVENPORT & COMPANY LLC (ROANOKE VA)
FL
05/31/2013 - 12/18/2013
LPL FINANCIAL LLC (LAKE MARY FL)
FL
08/19/2011 - 06/17/2013
CAMBRIDGE INVESTMENT RESEARCH, INC. (DELAND FL)
FL
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (DELAND FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DELAND FL)
FL
06/27/2001 - 04/02/2007
MORGAN STANLEY DW INC. (DELAND FL)
BOTH
Issued 09/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Teri Reed is the right advisor for you? Invested Better is here to help.
