A. J. Reeve
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
A. Jean Reeve, who also goes by A Jean Reeve, A Jean Stoner, Alberta Jean Stoner, was a registered financial professional .
A. is a previously registered financial professional and started their career in finance in 1971. A. had worked at 4 firms and has passed the Series 65, Series 63, PC, Series 000 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 2, 2010 - September 20, 2012
CONCERT WEALTH MANAGEMENT
August 18, 1988 - February 13, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 13, 1978 - February 13, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 11, 1972 - June 6, 1978
DONELAN, PHELPS & COMPANY, INC
August 11, 1971 - November 6, 1971
L. F. ROTHSCHILD & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
PC
Date: 5/2/1977
AMEX Put and Call ExamSeries 000
Date: 8/14/1971
General Securities Principal ExaminationSeries 1
Date: 8/4/1971
Registered Representative ExaminationCurrent Firm
CONCERT WEALTH MANAGEMENT
CRD#: 141253 / SEC#: 801-67992
Contact information
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
