Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Uzziah? Claim Your ProfileUzziah Serse Reid is a financial advisor at Schwab Wealth Advisory, Inc. Uzziah has been in the industry for over 7 years and is registered with the state of Florida. Uzziah holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Uzziah's specialties include portfolio management for individuals and businesses as well as financial planning. Uzziah Serse Reid has a strong track record of success in the financial services industry.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
05/30/2023 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
IA
Issued 04/27/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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