Unclaimed
Timothy Parker Reid is a registered investment advisor with Morgan Stanley. Timothy Parker Reid is licensed in 28 states and has over 16 years of experience in the securities industry. Timothy Parker Reid has been with Morgan Stanley since June 2009. Prior to that, Timothy Parker Reid was employed with Citigroup Global Markets Inc. Timothy Parker Reid holds a Series 66 license, and the Series 7, 31 and SIE exams. Timothy Parker Reid's client base includes individuals, high-net-worth individuals, corporations, investment companies, charitable organizations, insurance companies, pension and profit-sharing plans, state or municipal government entities, and banking or thrift institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MS
03/11/2020 - Present
Morgan Stanley (RIDGELAND MS)
MS
12/07/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JACKSON MS)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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