Sheldon Reed (CRD# 2109072) is an Investment Advisor Representative working at Cuso Financial Services in Palmdale, CA and has over 33 years of experience in the finance industry.
CRD# 4700969
Western International Securities
CRD# 3177792
Citigroup Global Markets Inc.
CRD# 3184578
Citigroup Global Markets Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cuso Financial Services, LP | San Diego, CA | Jan 2023 - Current | 1 |
| Wescom Financial Services, LLC | Pasadena, CA | Nov 2017 - Current | 6 |
| Logix Federal Credit Union | Valencia, CA | Oct 2016 - Nov 2017 | 1 |
| Invest Financial Corporation | Tampa, FL | Oct 2016 - Nov 2017 | 1 |
| Jpmorgan Securities LLC | Stevenson Ranch, CA | Apr 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- CA
- TX
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Total Assets Under Management4,665MILLIONS
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Total Number of Accounts26,968ACCOUNTS
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Average Account Value$172,978
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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