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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Jon Reed is an investment advisor representative with LaSalle St. Investment Advisors, LLC and has been in the industry since July 28, 1998. Timothy is a licensed investment advisor in New York, North Carolina, Florida, and Mississippi and also has a Series 63, Series 7, Series 6, and SIE license. Timothy has worked with multiple firms in the past, such as AXA Advisors, LLC, Polaris Financial Services, Inc., Mutual Service Corporation, and Pruco Securities Corporation. Timothy specializes in providing financial planning and portfolio management for individuals and businesses. Timothy also provides pension consulting.
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.
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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2
IL
06/15/2023 - Present
Lasalle ST. Investment Advisors, LLC (ELMHURST IL)
NY
09/10/2004 - 09/25/2006
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
NH
12/14/1994 - 10/05/1999
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MA
06/29/1994 - 12/14/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
08/17/1993 - 06/22/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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