Wendy A. Reed
Professional summary
Wendy Ann Reed, who also goes by Wendy Ann Moretti, is a registered financial professional currently at ALLIANCE-ONE INVESTMENTS, LLC located in Tulsa, Oklahoma.
Wendy is registered as a RR (Registered Representative) and started their career in finance in 2000. Wendy has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Wendy Ann Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 11, 2017 - Present
ALLIANCE-ONE INVESTMENTS, LLC
Office #1: 4000 N Mingo Rd, Tulsa, OK 74116April 17, 2009 - August 11, 2017
METLIFE INVESTORS DISTRIBUTION COMPANY
June 2, 2003 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
December 21, 2001 - January 2, 2015
NEW ENGLAND SECURITIES
July 10, 2001 - October 8, 2001
METROPOLITAN LIFE INSURANCE COMPANY
July 10, 2001 - March 3, 2015
MSI FINANCIAL SERVICES, INC.
September 26, 2000 - April 20, 2001
FIDELITY BROKERAGE SERVICES LLC
July 5, 2000 - August 9, 2000
METROPOLITAN LIFE INSURANCE COMPANY
July 5, 2000 - August 9, 2000
MSI FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
FINRA
Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025 / SEC#: , 8-69868
Contact information
Documents
Red Flags
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Company Information
ALLIANCE-ONE INVESTMENTS, LLC
CRD#: 286025Tulsa, OK 74116TRUST BUT VERIFY
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