John ReidCRD Number: 715920
Current Firm: Ubs Financial Services Inc.
John Reid (CRD# 715920) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Manchester, NH and has over 41 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Legacy Financial Solutions, Inc.
Ameriprise Financial Services, LLC
|Ubs Financial Services Inc.||Boston, MA||May 1980 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1980|
|S65||NASAA Investment Advisors Law Examination||Apr 1992|
Total Assets Under Management692,292MILLIONS
Total Number of Accounts1,073,865ACCOUNTS
Average Account Value$644,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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