Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vera? Claim Your ProfileVera Reich is a financial advisor with over 20 years of experience in the industry. Vera is currently registered with Steward Partners Investment Advisory, LLC. Vera has also worked at Raymond James Financial Services, Inc., and Wells Fargo Clearing Services, LLC. Prior to working with Steward Partners, Vera was the Client Administrative Manager for Steward Partners Global Advisory, LLC. Vera is a licensed Series 6, 7, 63, and 65 advisor and holds the SIE designation. Vera has a strong background in financial planning, portfolio management, and investment advisory services. Vera is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
07/13/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
01/18/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (McLean VA)
VA
10/16/2002 - 01/29/2018
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON VA)
IA
Issued 04/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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