Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wallace? Claim Your ProfileWallace Traynor Reitmeier is an investment advisor representative at Captrust. Wallace Reitmeier is registered with the state of North Carolina. Wallace Reitmeier has been in the industry since September 2007. Wallace Reitmeier has a Series 63, Series 65, SIE, and Series 7 license. Wallace Reitmeier has been with Captrust since September 2007. Prior to joining Captrust, Wallace Reitmeier was employed by CapFinancial Securities, LLC. and Atlantic Capital Securities, LLC.
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.
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.
Set rates for specific services, regardless of time or assets managed.
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.
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NC
09/25/2018 - Present
Captrust (RALEIGH NC)
NC
12/03/2007 - 05/24/2024
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
NC
09/08/2000 - 12/03/2007
ATLANTIC CAPITAL SECURITIES, LLC (RALEIGH NC)
NC
11/15/2004 - 04/16/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RALEIGH NC)
BC
Issued 01/25/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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