Marcus Reed

Marcus Reed Email and Phone Number

VP - Financial Consultant: Helping clients own their tomorrow @ Charles Schwab
san francisco, california, united states
Marcus Reed's Location
Houston, Texas, United States, United States
Marcus Reed's Contact Details
About Marcus Reed

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 713-463-4814 or email me at: marcus.reed@schwab.com.

Marcus Reed's Current Company Details
Charles Schwab

Charles Schwab

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VP - Financial Consultant: Helping clients own their tomorrow
san francisco, california, united states
Website:
schwab.com
Employees:
20505
Marcus Reed Work Experience Details
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab May 2019 - Present
    Houston-Memorial City
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only.For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
    View
  • Td Ameritrade
    Senior Financial Consultant
    Td Ameritrade Nov 2016 - Apr 2019
    Houston, Texas
    View
  • Scottrade
    Manager
    Scottrade Aug 2014 - Feb 2016
    Houston
    View
  • Td Ameritrade
    Investment Consultant
    Td Ameritrade Oct 2002 - Apr 2014
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jun 1999 - Jun 2001
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley May 1996 - Jun 1999
    View

Marcus Reed Skills

Series 9 And 10 Series 7 Investments Asset Allocation Uniform Combined State Law Mutual Funds Wealth Management Investment Strategies Investment Advisory Retirement Planning Alternative Investments Portfolio Management Series 63

Marcus Reed Education Details

Frequently Asked Questions about Marcus Reed

What company does Marcus Reed work for?

Marcus Reed works for Charles Schwab

What is Marcus Reed's role at the current company?

Marcus Reed's current role is VP - Financial Consultant: Helping clients own their tomorrow.

What is Marcus Reed's email address?

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What is Marcus Reed's direct phone number?

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What schools did Marcus Reed attend?

Marcus Reed attended University Of Houston, University Of Houston, The University Of Texas At Austin.

What skills is Marcus Reed known for?

Marcus Reed has skills like Series 9 And 10, Series 7, Investments, Asset Allocation, Uniform Combined State Law, Mutual Funds, Wealth Management, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Portfolio Management.

Who are Marcus Reed's colleagues?

Marcus Reed's colleagues are Jacob Baker, Mark Luna, Shahona Talipova, Thomas Bawden, Joe Woods, Taylor Smith, Greg Thornton.

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