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Yarziah Raymond Reeves

NFP Retirement Inc.

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About Yarziah Raymond Reeves

Yarziah Raymond Reeves is an investment advisor representative with NFP Retirement Inc. in Bethesda, MD. Yarziah has been in the industry since 2000 and has held previous positions at JOHN HANCOCK DISTRIBUTORS LLC, VALIC FINANCIAL ADVISORS, INC., METLIFE SECURITIES INC., AXA DISTRIBUTORS, LLC and AXA ADVISORS, LLC. Yarziah is registered with the states of Maryland and Virginia. Yarziah provides financial planning and portfolio management services to individuals and pension plans.

Firm Information

Yarziah Reeves is currently registered with NFP Retirement Inc.. NFP Retirement Inc. is an investment advisor headquartered in Aliso Viejo, CA. With over 130 investment advisor representatives, NFP Retirement Inc. provides investment advisory services to a variety of clients, including individuals, businesses, and pension and profit-sharing plans. The firm has over $96 billion in regulatory assets under management. NFP Retirement Inc. offers financial planning, pension consulting, and portfolio management services. They also provide research reports on 401(k) plans and diligence on investment lineups.
NFP Retirement Inc.

120 VANTIS

ALISO VIEJO, CA 92656

$96.45B

Assets Under Management

30

Total Clients

126

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research reports on 401(k) plans / diligence on investment lineups

Research reports on 401(k) plans / diligence on investment lineups

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yarziah Reeves’s Registration & Firm History

MD

06/08/2023 - Present

NFP Retirement Inc. (Bethesda MD)

MA

05/07/2019 - 06/02/2023

JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)

TX

12/15/2014 - 11/16/2018

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

NJ

02/25/2008 - 12/16/2014

METLIFE SECURITIES INC. (SOMERSET NJ)

NC

05/14/2007 - 09/05/2007

AXA DISTRIBUTORS, LLC (CHARLOTTE NC)

NY

11/29/2000 - 06/22/2007

AXA ADVISORS, LLC (NEW YORK NY)

MA

02/19/1999 - 04/24/2000

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

02/19/1999 - 04/24/2000

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/29/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yarziah Raymond Reeves.
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